Job Description
Key Accountabilities
- Ensure SLA’s are maintained and exceeded
- Assisting team members to manage their caseloads in busy times and in times of absence
- Maintain full records on systems, including clear and concise notes
- General mortgage processing and administration duties including:
- CRM data entry and taking registering new business enquiries
- Credit reporting and land registry searches
- Compiling and producing indicative terms to send to clients and brokers
- DIP/AIP submissions to lenders
- Customer fact finding for application forms
- Registering and marking on daily post
- Instructing valuations and chasing inspection dates and reports
- Chasing solicitors and lenders for daily/weekly updates
- 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
- Good communication skills essential for dealing with brokers, borrowers and lenders
- Excellent telephone manner
- Proactive
- Organised
- Problem solver
- Approachable
- Self sufficient
Knowledge & Qualifications
- Experience of Residential BTL / Commercial broking & packaging desirable
- CeMap qualified preferential but not compulsory
Personal Attributes
- Good communication skills
- Flexible
- Team Player
- Approachable and self- motivated
- Proactive and able to identify and highlight areas of improvement
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