Sales Execuitve
Location: Manchester, Altrincham
Salary: Up to £40,000
Full Time Office Based
General Purpose & Duties:
Assessing the validity of documents and organising them to a level where we have all the required paperwork to compliantly progress the case. Keying accurate data onto the CRM system and supplying relevant information to support lending decisions.
-
Provide proactive customer service for inbound and outbound communication by telephone and email.
-
Action any tasks set to assist with the underwriting process, initial due diligence checks and packaging the case in readiness for Underwriting - ensuring knowledge & understanding around checking documents.
-
Interact and provide updates to BDMs, Underwriters and Intermediaries as required.
-
Input and process mortgage applications and DIPs for BDMs/Underwriters as required.
-
Ensure a high level of accuracy for data entry and ongoing record keeping.
-
Relationship building with Intermediaries to understand timescales and processes.
-
Manage and action daily tasks and emails.
-
To meet KPI target levels set by the business.
-
Be prepared to go the extra mile.
Experience and Skills:
-
Good working knowledge of our products and current SLAs
-
Good understanding of the mortgage market and general mortgage criteria
-
Competent and confident in building relationships on the telephone
-
Excellent telephone manner
-
Flexible approach to business needs and requirements
-
Ability to use written and verbal communication appropriately.
-
Ability to work with minimal supervision.
-
Good attention to detail. Right first-time approach
-
Have a good understanding of the relevant Company policies, procedures, and rules, always adhering to these.
Benefits:
-
33 Days Holiday plus additional 3 half days per annum for Birthday, Work Anniversary and Magic Moment
-
Healthcare Cashplan
-
Company Incentives
-
Free Breakfasts
-
Employee Family Holiday Scheme