Administrator
1 week ago
Key Accountabilities
- Following up cases expiring with introducers/clients.
- 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
- Pass internal competency tests post induction
- Good communication skills essential for dealing with brokers, borrowers and lenders, especially on the telephone
- Proactive
- Ability to manage own diary and meet strict deadlines.
Previous experience within administration roles is essential and experience in the financial services industry specifically property finance is preferred but not essential.
Personal Attributes
- Resilient and flexible
- Team Player
- Approachable and self
- motivated
- Organised
**Values - CREDIT**
**C**
Customer
Customers are our primary focus
**R**
Results
Results matter, create value every day
**E**
Energy
Energy is contagious, Share it
**D**
Development
Developing our people makes us different
**I**
Invent
Invent the solution, be proactive
**T**
Teamwork
Together we can build the business
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