Case Handler

Area: Western Cape, working fully remotely for an UK company.

Salary: R30K – R40K CTC p.m. (depending on experience)

Company Overview:

My client is a high-growth Financial Services scale-up that launched in 2017. Backed by a combination of private equity, venture capital, and a specialist family office, the company has successfully secured significant debt investment to support rapid expansion. It offers innovative lending solutions within the legal and probate sectors, both of which represent substantial and growing markets.

The successful candidate will join a dynamic and supportive Loan Management team with significant scope for personal and professional development.

Key responsibilities:

• Case management:
  • Managing your own case load and conducting regular reviews of your cases, including:
    • Obtaining regular updates on legal cases and repayments from solicitors and borrowers
    • Comprehensive reviews of the status of the case
    • Confirming adherence to the provisioning policy
    • Maintaining clear records of updates on the loan management system and internal files
    • Collecting and logging data relating to borrowers and their legal cases
    • Reviewing legal settlements to identify the route to repayment
    • Analyse actual legal settlements versus Levels underwriting
  • Updating senior members of the team on the status of cases on a regular basis and reporting any potential issues or breaches
  • Reviewing legal settlements and ensuring that all parties have met their obligations to my client and that loan repayment is secure
  • Escalating any possible issues & working with the Case Management and Recoveries Lead to remedy any breaches or other problems
  • Processing loan term extensions, refinances and changes in solicitor firm
  • Collecting and monitoring customer feedback and identifying any trends or the need for any changes to products or processes in line with the FCAs Consumer Duty

• Loan facility management:
  • Processing all invoices received, obtaining client authorisation for payment, and uploading to the CRM
  • Issuing statements of account, redemption statements & annual statements
  • Informing Head of Credit and Finance team of any expected repayments and managing redemption process
  • Monitoring facility usage versus progress in the underlying litigation
  • Identifying and conducting an initial assessment on any possible loan increases before referring to Underwriting

• Document management & Compliance:
  • Checking and filing all executed documentation
  • Obtaining any outstanding documentation and ensuring all parties meet their obligations
  • Ensuring the Companys compliance policies e.g. AML/data protection etc are adhered to in line with FCA regulations

Skills and Competencies

• Experience in recoveries, or case management within financial services, legal, or consumer credit sectors preferred, but not essential as training will be provided.
• Knowledge of Family Law, Probate, or consumer credit lending is advantageous but not essential.
• Excellent communication skills both written and verbal with the ability to explain complex issues clearly and empathetically.
• Strong organisational skills with a high level of attention to detail.
• Confident decision-maker with the ability to assess risk and exercise sound judgement.
• Calm and resilient when dealing with sensitive or emotionally charged customer interactions.
• Comfortable working in a fast-paced, changing environment with a solutions-focused mindset.
• Team player with a proactive approach to continuous improvement and learning.