Finance Operations Specialist
4 weeks ago
Altum HR is seeking a highly skilled Finance Case Manager to join our dynamic team. As a key facilitator between our client's lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in shaping positive customer experiences.
Main Responsibilities:- Support Underwriting Team: Collaborate closely with underwriting colleagues to manage and process pipeline applications, ensuring a seamless and efficient journey from application to funding.
- Communication Management: Monitor and respond to inquiries from email inboxes and team inboxes, providing timely and accurate communication with brokers and direct borrowers.
- Telephone Enquiries: Handle telephone inquiries for new applications from brokers and borrowers, providing clear and helpful information.
- Application Processing: Accurately manage the submission process, ensuring all data entry is precise for a smooth transition to underwriting. Log all new inquiries on the CRM system.
- Fraud Prevention Checks: Complete necessary fraud prevention checks and process applications from receipt to submission.
- Case Assessment: Package new applications, perform initial case assessments, review borrowers' assets and liabilities, and request additional information as needed.
- Consent Requests: Request consent for second charges from existing lenders.
- Pipeline Management: Proactively manage a pipeline of 50 cases, ensuring information is requested promptly from customers and third parties to achieve completion targets.
- Customer Updates: Provide regular updates to customers and stakeholders, ensuring all required information is requested within service levels.
- Data Accuracy: Ensure all data entry and system notations are accurate and completed within agreed Service Level Agreement for all new transactions.
- Relationship Building: Communicate clearly and consistently with brokers, introducers, customers, and colleagues to build and maintain positive working relationships.
- Preparation of Instructions: Prepare valuation, asset manager/project monitoring surveyor, and legal instructions for the underwriter.
- Drafting Offer Letters: Draft conditional offer letters and facility letters.
- Networking and Development: Represent the business at PIN and other networking events to support your ongoing professional development.
- Additional Activities: Engage in activities outside your day-to-day role as needed.
- Communication Skills: Exceptional communication skills with a strong commitment to minimizing customer effort and achieving business goals.
- Administrative Experience: Previous experience in an administration role, preferably within the financial sector.
- Property Knowledge: Understanding of property and a desire to develop a career in the specialist finance industry.
- Customer Outcomes: Comprehension of what constitutes a good customer outcome.
- Attention to Detail: High degree of accuracy and keen attention to detail.
- Organisational Skills: Excellent planning and organisational skills to ensure cases are funded within the optimal timeframe.
- Team Player: Collaborative and supportive team player with financial sector experience.
At Altum HR, we pride ourselves on delivering exceptional and attentive service to our customers. If you are a motivated and experienced professional looking to advance your career in the specialist finance industry, we encourage you to apply for this exciting opportunity.
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