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- Tasks: Manage property development funding and maintain strong client relationships.
- Company: Dynamic financial institution located in the heart of London.
- Benefits: Hybrid work model, competitive salary, and a commitment to diversity.
- Why this job: Join a team that values your input and fosters professional growth.
- Qualifications: Strong analytical skills and a detail-oriented mindset.
- Other info: Inclusive workplace with opportunities for career advancement.
The predicted salary is between 28800 - 48000 £ per year.
This is a hybrid role working 3 days in the office (City of London location) and 2 days working from home.
Role Purpose
The Case Manager is responsible for the administration of property development funding in support of the Property Development Directors and Managers (PDD/PDM).
Responsibilities
- Maintain accurate and well documented loan diligence from acceptance through to loan drawdown.
- Analyse, interpret, comment and act constructively on reports prepared by the Bank’s professional advisers.
- Ensure all KYC requirements have been met and where appropriate, signed off by Compliance.
- Maintain a close working relationship with clients, professionals and PDD/PDMs, in support of achievement of the Bank’s business objectives.
- Attend meetings and site visits as required to further enhance working relationships.
- Active involvement in account/file maintenance process, including anti money laundering/KYC information collation, effecting payments against Monitoring Surveyor certificates, completion and management of loan redemptions, fee and interest collection, insurance matters and all post draw down follow up matters with the professional advisers.
Skills and Experience sought
- Strong Analytical skills.
- Accuracy and eye for detail.
- Good written and verbal skills.
- Good organisational skills.
- Committed to high service levels with a “can do” attitude.
- Ability to deal with clients at all levels and to handle enquiries.
- Customer Relationship Management.
- Stakeholder Management.
- Teamwork.
We're an equal opportunity employer, which means we'll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and we're committed to creating an inclusive environment for all employees.
During the application process, you will be asked to complete an equality questionnaire on a voluntary basis and any data we collect will be treated confidentially and used for evaluation purposes. This will be for a period of 6 months or longer with your permission. This helps us understand our applicants so we can make sure we are doing everything we can to attract a diverse range of people and ensure our recruitment processes are fair and inclusive.
Case Manager employer: United Trust Bank Limited
Contact Detail:
United Trust Bank Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Case Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the property development sector and let them know you're on the hunt for a Case Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your analytical skills and understanding of KYC requirements. We want you to shine when discussing how you can maintain accurate loan diligence and support the PDD/PDMs effectively.
✨Tip Number 3
Show off your organisational skills! Create a portfolio that highlights your past experiences in customer relationship management and stakeholder management. This will help you stand out as someone who’s committed to high service levels.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Case Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Case Manager role. Highlight your analytical skills and attention to detail, as these are key for managing property development funding.
Showcase Your Experience: When detailing your previous roles, focus on experiences that demonstrate your ability to maintain accurate documentation and manage client relationships. We want to see how you've handled similar responsibilities in the past!
Be Clear and Concise: Use clear language and avoid jargon in your written application. We appreciate good written skills, so make sure your application is easy to read and gets straight to the point.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at United Trust Bank Limited
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Case Manager. Familiarise yourself with property development funding, KYC requirements, and the importance of maintaining accurate loan diligence. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Show Off Your Analytical Skills
Since strong analytical skills are crucial for this position, prepare examples from your past experiences where you've successfully analysed data or reports. Be ready to discuss how you interpreted findings and made decisions based on them. This will demonstrate your capability to handle the analytical demands of the job.
✨Demonstrate Your Communication Skills
Good written and verbal communication is key for a Case Manager. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview, showing that you can engage effectively with clients and stakeholders.
✨Emphasise Teamwork and Relationship Building
This role requires close collaboration with various professionals and clients. Share examples of how you've successfully worked in teams or built relationships in previous roles. Highlight your 'can do' attitude and commitment to high service levels, as these traits will resonate well with the interviewers.
