Job Title: Case Manager – Second Charge Mortgage
Company:
Evolution Money
Location:
Manchester City Centre
Job Type:
Full-time, onsite working with hybrid potential following successful completion of probation (6 months, minimum 3 days per week onsite).
Basic Salary:
£25,000 pa plus performance bonus scheme
About Us:
Evolution Money is a Certified B Corp with a social purpose. At Evolution Money, our mission is to redefine financial inclusion by providing bespoke lending solutions to UK homeowners. We are committed to empowering individuals and fostering long-term financial well-being. Through innovative and purpose-driven approaches, we aim to challenge traditional norms and create a pathway for those who might be overlooked by conventional financial institutions.
Core Responsibilities
Evolution Money is committed to delivering good customer outcomes and outstanding customer service. As a Case Manager, you will be working directly with our Underwriting and Mortgage Advise teams. You'll be responsible for pre-checking customer applications and proactively contacting customers to obtain outstanding documentation to progress the loan application.
Our team possess a wealth of Underwriting experience to support your underwriting development. We'll provide extensive training, supporting you along a structured pathway towards progression to a rewarding career as an Underwriter.
Duties will include, but not limited to:
* Manging inbound calls and emails and servicing customer application queries.
* Proactively contacting customers for outstanding documentation.
* Pre-checking customer applications for correct documentation in line with policy & criteria.
* Managing customers proofs & uploading into appropriate files & proactively contacting customers to request outstanding information and documentation.
* Conducting Verification Calls with customers to verify their identity, set up their direct debit schedule & obtain creditor details to finalise their application.
* Support the Underwriting team with various applications tasks including requesting searches & completing introduction calls with customers.
* Adherence to compliance within regulatory standards, company policies, procedures and guidelines & identify & escalate suspicious or fraudulent activity,
Essential Attributes
* Minimum 12 months customer service / call centre experience to confidently deliver good customer outcomes.
* Evidenced ability to thrive in a fast-paced KPI / target driven environment.
* Experience meeting consistent quality standards while handling a large volume of customer cases.
Desirable Attributes
* Financial service background.
* Target driven.
* Contact Centre experience.
Additional Attributes
* Strong attention to detail.
* Strong communication skills, both verbal and written.
* Good Numeracy and Microsoft office skills
What you get in return
* Excellent career progression opportunities, including pathway to underwriting and mortgage advise.
* Excellent social events
* Up to 25 days' annual leave + bank holidays
* Your birthday off, every year
* A healthcare cash plan
* A contributory pensions scheme, matched up to 5%
Company Culture:
Join us on our journey to redefine financial inclusivity. As we continue to evolve, so do the possibilities for those we serve. Our goal is not just to provide loans but to architect a future where financial empowerment is a reality for everyone. At Evolution Money, we value creativity, innovation, and a collaborative spirit. Our team is dedicated to delivering exceptional results and creating a positive impact in the financial services industry. We believe in fostering a work environment that encourages growth, learning, and teamwork.
We are committed to encouraging equality, diversity and inclusion and aim to create a working environment where every employee is respected.
We will provide fairness, and respect to all our prospective employees, and all hiring decisions are based on merit.
We aim to ensure that no job applicant is placed at a disadvantage by practices or requirements which disproportionately disadvantage protected groups, and which are not justified by the demands of the role.
Everyone is welcome at Evolution Money We are proud in creating an inclusive and diverse culture in our Evo Team community. We want to ensure that you feel comfortable and can give your best throughout the recruitment process. We encourage applications from all backgrounds and communities, and we are more than happy to discuss any reasonable adjustments that you may require. Please get in touch with us at any stage of recruitment to discuss it.
If you need any support with completing this application, please contact us and we will be happy to assist.
Evolution Money is a Disability Confident Committed employer. We offer interview to anyone with disability who meets the minimum criteria for the role.
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