Job Description
Key Accountabilities
- Learning how to make up case files including basic online searches such as Land Registry, Credit Searches, Company searches, Rightmove searches.
- Understanding how to interpret the above searches and underwrite individual cases.
- Learning how to assess valuation reports as well as monitoring surveyor reports for live construction projects.
- Preparation of loan documentation.
- Data input and management into systems.
- Assisting underwriters, case managers & portfolio managers with preparing credit papers.
- Liaising with external parties, i.e. valuers, solicitors & monitoring surveyors.
- Responsibilities may involve helping relevant teams streamline processes within the organisation.
- Responsibilities might also include analytical tasks in regard to sales, pipelines and existing loan portfolios.
This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the department.
Skills & Competencies
- Good telephone skills.
- Ability to work as part of a team.
- Good verbal communication skills.
- Attention to detail.
Knowledge & Qualifications
- A robust knowledge of Word, Excel and Outlook is required.
Personal Attributes
- Flexible.
- Articulate.
- Calm and self-assured.
- Well organised.
- Punctual.
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