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Cape Town City Centre: Case Handler

Cape Town City Centre: Case Handler

Posted on 2025-08-29 00:00:00

Employer Unspecified
Category Legal
Location Cape Town Region  / Cape Town City Centre

Job Summary

Job Specification: Case Handler Job Title: Case Handler Reporting to: Case Management Lead & Head of Credit Role Overview We are seeking a highly organised and detail-oriented Case Handler to join our Loan Management team. The role involves managing a caseload of legal-finance-related cases, ensuring accurate record-keeping, compliance with regulations, and supporting borrowers and solicitors through the repayment journey. The successful candidate will play a key role in safeguarding loan repayments and ensuring the smooth running of case and facility management processes. Key Responsibilities Case Management Manage a personal caseload with regular case reviews Obtain updates from solicitors and borrowers on legal cases and repayments Maintain accurate loan management system records and internal files Review legal settlements to confirm repayment routes and identify risks Report case statuses and escalate potential issues to senior team members Process loan term extensions, refinances, and solicitor firm changes Collect and monitor customer feedback, identifying trends and potential product/process improvements Loan Facility Management Process invoices, obtain client authorisation, and update the CRM Issue account statements, redemption statements, and annual statements Manage redemption processes in collaboration with Finance Monitor facility usage against case progress Conduct initial assessments of potential loan increases before referral to Underwriting Document Management & Compliance File and verify executed documentation Ensure all documentation is collected and obligations met by all parties Adhere to compliance standards including AML, data protection, and FCA regulations Skills & Competencies Background in recoveries, case management, financial services, legal, or consumer credit sectors (training provided if needed) Knowledge of Family Law, Probate, or consumer credit lending advantageous Excellent written and verbal communication skills with the ability to explain complex matters empathetically Strong organisational skills and attention to detail Confident decision-making with sound risk assessment and judgement Resilient and calm when handling sensitive or emotionally charged interactions Adaptability to a fast-paced, evolving environment with a solutions-focused mindset Team player with a proactive approach to improvement and learning Why Join? Be part of a mission-driven, award-winning team Inclusive and collaborative working culture where your input matters Opportunity to support people through complex financial and legal journeys Comprehensive training, development, and clear progression pathways

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