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Loan Operations Specialist
2 months ago
Reed is seeking an experienced Loan Operations Specialist to join their team in Macclesfield. As a Loan Operations Specialist, you will be responsible for processing client loan applications from enquiry through to completion, ensuring first-class customer service and compliance.
Key Responsibilities:- Efficiently manage daily post for each client case, including logging information onto the system, ensuring adherence to lender criteria and legal requirements, and progressing the case swiftly
- Accurately package client cases and send them to the lender with all required information to facilitate the earliest possible loan payout
- Proactively chase clients, building societies, and surveyors for document receipt to provide prompt service
- Act as the first point of contact for the client, over the phone and via email
- Interpret credit profiles and land registry information
- Experience in a similar customer service, administration, or sales role - working under pressure to meet targets
- Experience working in a regulated environment would be a bonus – but not essential
- Organisational skills with the ability to prioritise tasks
- Good telephone manner and customer service skills
This is an entry-level role, ideal for those looking to advance their career in the financial services industry. If you have a background in banking, insurance, estate agency, or a similar field, and are comfortable working towards basic targets, this could be the perfect opportunity for you.
Based in our new Macclesfield office, you will have the chance to work with a leading specialist brokerage and contribute to their success. If you are a motivated and driven individual with excellent communication skills, we would love to hear from you.