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Finance Trainee

2 months ago


London, Greater London, United Kingdom Coast Specialist Recruitment Full time

Coast Specialist Recruitment is seeking a bright and numerate Trainee to join a highly successful specialist lending team in London.

Key Responsibilities:

  • Proactively manage a pipeline of cases to ensure swift completion of applications.
  • Provide timely, accurate, and appropriate responses to inquiries or correspondence from clients, lenders, or conveyancers.
  • Conduct various security and KYC checks on borrowers.
  • Understand lending policy and flag potential issues to assist underwriters with assessments and approvals.
  • Review application forms, loan documentation, credit reports, valuation reports, bank statements, and land registry documentation.
  • Handle queries from introducers, direct clients, and third parties, keeping them updated on the progress of their applications and delivering excellent service.
  • Obtain and chase quotes from third parties, including valuers, solicitors, and quantity surveyors.

As a Trainee, you will have the opportunity to learn and grow with our company, developing your skills and knowledge in the finance industry.

Requirements:

  • A level qualifications in a relevant subject.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and meet deadlines.

We are looking for a motivated and enthusiastic individual who is eager to learn and develop their career in finance.