CASE MANAGER ORIGINATIONS

Overview

My client a leading financial services provider is looking for a case manager to work in their originations division where the successful candidate will deal with new mortgage lending. This is a fantastic opportunity for an experienced relationship manager with mortgages experience to work in a varied and rewarding role with a strong career path provided.

Main Responsibilities

  • Perform all tasks in compliance with policies, procedures and Central Bank Codes and regulation

  •  Must have the ability to work in a structured process driven environment.

  • Has significant experience of developing and embedding process maps, control libraries and procedure manuals. 

  • Proactive approach and “can do” attitude required. Can adapt to multiple work activities on the mandate.

  • Has the ability to forensically review operational activities, process change requests, and ensure that processes, procedures, control libraries are always kept up to date in line with client policy and regulatory changes.

  • Responsible for the delivery of client SLA’s/KPI’s.  Responsible for reviewing, analysing, validating and ensuring timely delivery of Management Information and SLA reports to the client and for internal purposes

  • To take initiatives to improve operational efficiency and undertake transformational activities to ensure that the mandate is best in class.

  • Professionally liaise with external broker network, the client and customers.

  • Have the ability and capability to be able to work on all aspects associated with retail origination service and for the asset management across the performing and non-performing portfolios.

  • Ability to assess mortgage documentation to ensure adherence to client credit policy and guidelines and ensuring applications are within Central Bank guidelines.

  • Ability to complete credit assessment (as required), credit reference agency searches (ICB/CCR), company searches and recommending onward progression to formal underwriting.

  • Managing the drawdown process once loan has been sanctioned, ensuring a seamless transition into primary servicing where applicable.

  • Has good communication and presentation skills to be able to attend client governance meetings and present confidently.

  • Ad hoc duties to include general administration on customer accounts and involvement in internal projects and change initiatives.

  • Where appropriate, provide mentoring support to other team members to promote staff development and maximise team performance.

  •  Actively participates in and contributes to team meetings

  •  The role holder will be expected to participate in company and regulatory training on an ongoing basis and remain current with retail origination industry and CBI regulatory requirements and changes.


Qualifications & Requirements:

  • Third level qualification in Accountancy / Finance or a business-related discipline, or relevant experience related to the position.

  • Experience of lending and/or loan administration in a residential or commercial client facing role working to tight business critical deadlines.

  • Highly structured, organised and motivated individual.

  • Knowledge of the applicable regulatory guidelines for CCMA / CPC / SME is required.

  • Understands a change request process, operating good governance around same and has the skillset to implement the change.

  • Excellent communication skills with proven experience of SLA/KPI  delivery.

  • An ability to prioritise and reprioritise when necessary to ensure critical tasks are delivered accurately and on deadline.

  • Proficiency in the use of Microsoft Office suite.

  • Please Note- the applicant must already hold the APA (Loans) designation specified in the Central Bank’s Minimum Competency Code- applicants who do not meet this minimum requirement cannot be considered at this time.

  • Significant direct experience in developing and implementing process maps, procedures, control libraries and procedure manuals.

  • Experience in a retail origination mandate/department 

  • A background in dealing directly with both clients and brokers

  •  Excellent drive, enthusiasm and commitment.

  •   A clear focus on quality and efficiency.

  •  Results focused with a emphasis on attention to detail.

  •  Ensures that high service standards are consistently delivered.

  •  Highly motivated with the ability to work on own initiative.

  •  Sound commercial acumen and excellent planning skills.

  •  Excellent communication skills written, and verbal are essential.

  •  Embraces new tasks/challenges and is a highly organised professional.

  •  Ability to prioritise and work independently under pressure within a team environment.

  •  Accountable, takes personal responsibility for seeing efforts through to completion


Salary - €40,000 - €45,000 + Benefits

Very flexible hybrid working