Job Description
Key Accountabilities
- Ensure SLA’s are maintained and exceeded
- Manage a caseload while also assisting team members to manage their caseload in busy times and in times of absence
- Identify and source the most suitable lender for customers and/or brokers, whilst always being proactive in dealing with the lender/bank through to completion
- Liaise with brokers, borrowers, lenders, valuers, solicitors, etc
- Maintain full records on systems, including clear and concise notes
- Adherence to procedure manuals and policies
- Adhere to SLA’s in order to provide the best service to the customer
- Harness the power of technology to streamline processes
- Assist the team in order to achieve the highest service standards, deliver solutions to customers and help the business achieve its goals and objectives
Skills & Competencies
- Pass internal competency tests post induction
- Team player
- Self motivated
- Good communication skills essential for dealing with brokers, borrowers and lenders
- Proactive
- Logical and organised
- Problem solver
- Approachable
Knowledge & Qualifications
- Experience of Residential BTL / Commercial broking & packaging desirable
- CeMap qualified preferential but not compulsory
Personal Attributes
- Excellent communication, coaching and feedback skills
- Resilient and flexible
- Team Player
- Approachable and self- motivated
- Proactive and able to identify and highlight areas of opportunity or improvement and advise on actions required
- Ability to analyse and present complex information in a clear, relevant and interesting way
Company Values - CREDIT
C
Customer - Customers are our primary focus
R
Results - Results matter, create value every day
E
Energy is contagious, Share it!
D
Developing our people makes us different
I
Invent the solution - be proactive
T
Teamwork - Together we can build the business