Team Assistant
2 days ago
The overall responsibility of the role is to deal with administration in the development finance department and to provide assistance to the case managers and portfolio managers.
**Key Accountabilities**
- Making up of case files including basic online searches such as Land Registry, Credit Searches, Company searches, Rightmove searches
- Data input and management into systems
- Preparation of loan documentation
- Assisting case managers & portfolio managers with preparing credit papers
- Liaising with external parties, i.e. valuers, solicitors & monitoring surveyors
- Loan book servicing functions to include checking charge registration, along with managing redemption funds and security releases
- Answering incoming calls to the team, distributing calls and messages
- Management of filing systems involving scanning and archiving files
- This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the business_
**Skills & competencies**
- Good telephone skills
- Attention to detail
- Ability to work as part of a team
- Good verbal communication skills
**Knowledge & Qualifications**
- A basic knowledge of Word, Excel and Outlook is required
- Previous financial experience would be advantageous but not essential
- Experience in an administrative role is desirable
**Personal Attributes**
- flexible
- punctual
- articulate
- calm and self-assured
- well organised
**Values - CREDIT**
**C**
Customer - Customers are our primary focus
**R**
Results - Results matter, create value every day
**E**
Energy is contagious, Share it
**D**
Developing our people makes us different
**I**
Invent the solution - be proactive
**T**
Teamwork - Together we can build the business
**Job Types**: Full-time, Permanent
**Benefits**:
- Company pension
- Private dental insurance
- Private medical insurance
Schedule:
- Monday to Friday
Work Location: In person
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