Job Description
Key Accountabilities
- Requesting references relevant to each application (from lenders, accountants, solicitors etc)
- Compiling updates to send to brokers and clients throughout application and offer stages but also chasing relevant parties for updates.
- Following up cases expiring with introducers/clients.
- Ensuring the CRM system is regularly updated with the correct details and the cases are up to date.
- Answering inbound calls
- Inputting enquiries onto CRM system for advisers
- Checking documentation on cases to ensure correct and in line with what has been requested
- Instructing, and managing the valuation process for certain lenders
Skills & Competencies
- Pass internal competency tests post induction
- Good communication skills essential for dealing with brokers, borrowers and lenders, especially on the telephone
- Proactive
- Ability to manage own diary and meet strict deadlines.
Knowledge & Qualifications
- Previous experience within administration roles is essential and experience in the financial services industry specifically property finance is preferred but not essential.
Personal Attributes
- Resilient and flexible
- Team Player
- Approachable and self- motivated
- Organised
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