+ Requesting references relevant to each application (from lenders, accountants, solicitors etc)
+ Logging new Enquiries and the updating of the various spreadsheets needed in the Residential Dept
+ Compiling updates to send to brokers and clients throughout application and offer stages but also chasing relevant parties for updates.
+ Following up cases with lenders, clients & Brokers
+ 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
Ability to manage own diary and meet strict deadlines.
Pass internal competency tests post induction
Good communication skills essential for dealing with brokers, borrowers and lenders, especially on the telephone
Proactive
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
Organised
Resilient and flexible
Team Player
* Approachable and self- motivated
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