Case Support Manager
Company: Aimee Willow Connex Ltd
Location: London
Posted: April 17th, 2026
Case Support Manager
Supervisor: Head of Sales/ Sales Support
Responsibilities
BDM Support
- Answers and handles phone calls from brokers (when BDMs in meeting/on other calls)
- Chases the gathering of stipends directly with the broker
- Sends and chases contracts directly with the customer
- Supports BDM with conversion of lower value/ lower Risk Grade offers – directly with brokers
UW Support
- Verifies key legal, identity, contact, and banking details against source documentation.
- Confirm all stipends received prior to funding, and SF is fully updated.
- Ensures all bank details are clearly shown in the system and have been validated prior to pay-out.
Finance Support
- Ensure we have full information needed for pay-offs to other lenders and these details are all loaded to SF (account name, sort code, account number, amount, reference).
- Check that DD Mandate will be set up in all cases (there are still deals being posted to RTF channel with no DD mandate setup).
- Set stage to "Ready to Fund" (there are still deals being posted to RTF channel with the stage not being set correctly).
Knowledge, Skills and Abilities
- Super organised
- Strong communicator
- Excellent attention to detail
- Ideally experienced in working with financial data
- Confident about the ultimate value of his/her decisions
- Handles pressure, and thrives in fast moving environment
- Active learner interested in applying Company standards to transactions
- Effective team player with the ability to work independently, exercise initiative and take ownership of projects
- Commitment to continuous improvementSense of accountability and pride in his/her work
- Ability to communicate urgency, while working with detailed process requirements
- Ability to drive a process
- Excited about the prospect of working for an ambitious, fast-growing company
- Opportunity to develop into BDE/BDM/Direct Sales or get more responsibilities in a Sales Support role
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