£17000.00 - £18000.00 per annum
9 months ago
You will be a highly experienced professional with the ability to be able to understand the complex market of Specialist first and Second Charge Lending. You will be assisting the placement team to take cases from the point of sale to completion whilst ensuring there is a smooth process for each completion.
ResponsibilitiesCommunicate with introducers, and clients building a strong rapport and relationships, working together to ensure cases are dealt with in an appropriate and efficient manner through to completion
Take ownership of each converted case through the key stages of application
Completing all necessary documentation to a high standard required by all parties. Ensuring all paperwork and relevant documentation are completed and updated using relevant systems
Liaise with clients via phone, email and letter
Liaise with Lenders, Surveyors, Banks and alternative Finance Houses to ensure speed of recovery of required documentation
Maintain service levels
Keep up to date with all tasks allocated.
Updating the case management system and ensuring its accuracy of case notes and relevant items requested and received
Must have the ability to work on their own initiative as well as part of a team.
Understanding the use of multiple operating systems provided by key providers
Be aware of and follow compliance procedures and processes.
The ability to communicate accurately and precisely, proactively keeping all parties informed and up to date on current cases.
Work to ensure consistent delivery of excellent customer service and achievement of department and individual objectives and sales targets
Provide support to team members when required in order to ensure consistent levels of customer service and best practice is maintained.
The ability to take positive, effective and timely action whilst prioritising workloads.
Relay any issues that arise to the office manager / placement staff promptly
To work to targets set by management
To attend all training as required by manager and to proactively improve product knowledge
Key Skills & Experiences
Time Management skills are required to work and adhere to deadlines
Methodical and reliable with attention to detail
Experience within the First and Second Mortgage Market
Confident with good verbal and written communication skills
History of working with intermediaries
Ability to engage with others and be a team player.
Keen for new experiences, responsibilities and accountability.
Mature, credible and comfortable in dealing with a wide range of lenders, sales managers, financial institutions
Ability to work using own initiative
Working to deadlines
Other roles that you may have applied for include Mortgage Advisor, Mortgage Adminstrator, Fianance Administrator & Administrator.
Cherry Professional are advertising this role on behalf of the client.