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Sales Executive
4 months ago
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
