We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive.
To do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do.
Case Manager
£26,090 per year salary
Monday - Friday Office Hours
Onsite role in Fulwood, Preston
Key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK’s leading later life lending company.
More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since it’s launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK
We are looking for experienced professionals to join us in our Case Manager department. This team is pivotal to the business, working with vulnerable customers and alongside our internal legal teams, to manage our high-risk loans. This role would suit someone with first class communication skills and exceptional attention to detail.
Main role & responsibilities:
Case management of our high-risk loans
Work alongside our internal legal teams & senior case managers to support with our litigation cases.
Support and work alongside bereaved family members and Executors.
Processing legal documentation in relation to customers estates, for example Grant of probates, POA’s and court orders plus many more.
Building and maintaining relationship with 3rd parties
Handle vulnerable customers, whilst showing empathy and building rapport
Required skills & abilities
Excellent software skills, particularly Outlook & Word (Excel and Adobe also preferred).
Ability to multi-task and manage own workload in a fast paced environment.
Experience of working within a telephone based customer service led environment with inbound and outbound calls.
Experience of working in the Financial Services industry, and in particular the mortgage administration and processing would be preferred but is not essential.
First class communication skills, both written and verbal.
Handle all enquiries in a professional, positive, and prompt manner.
Most of all we look for people who display and work around the core values of our business:
Ambitious – to break ground to help our customers enjoy a better retirement.
Supportive – relationships are key to everything we do.
Personal – going above and beyond to offer exceptional service.
Integrity – honest, true and transparent in all of our relationships.
Responsive – whatever the challenge we’ll deliver the right result.
Expert – experts in our field, our thirst for knowledge never stops
Benefits:
- 23 days holiday, plus bank holidays. Rising to 28 days based on length of service
- Additional holiday purchase scheme
- 1 charity day
- Enhanced pension (5% employee and 8% employer)
- Simply Health
- Life Assurance
- Enhanced Maternity and Paternity pay
Skills Required
- Excellent software skills, particularly Outlook & Word
- Ability to multi-task in a fast paced environment
- Experience in a telephone based customer service environment
- Experience in Financial Services or mortgage administration preferred
- First class communication skills, both written and verbal
- Handle enquiries professionally and positively
What We Do
Pioneers in the equity release market, Key Group is on a mission to be the UK’s leading retirement finance expert, focused on helping people finance a better retirement. Celebrating its 22nd anniversary in 2021, the Group has helped customers release more than £5 billion worth of equity from their properties. Evolving to meet the financial needs of the increasing over-50s market, brands within the Key Group umbrella two of the UK’s leading equity release advisers (Key and The Equity Release Experts), one of the largest equity release lenders (more2life), and leading later life service provider (Air Group). At the heart of Key Group is the commitment to grow the size of the equity release market, continue to help develop advice standards across the industry, support the growing number of equity release advisers active in the sector and innovate through the development of new retirement lending products. The Group is proud to be one of the largest private employers in Preston and currently employees over 100+ field-based advisers providing support to a fast growing client base across the UK. The Key Group brands have now gathered over 100 industry and consumer awards since launch. Follow us on LinkedIn to explore our latest career opportunities across our brands, as well as updates on our corporate activities. https://www.krgroup.co.uk/careers/
