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Job summary
A financial services company in Watford is seeking an organized and proactive candidate for an administrative role. Responsibilities include managing applications, updating CRM systems, and communicating with brokers and clients. The ideal candidate will have good communication skills and previous experience in administration. This position offers opportunities for growth and development.
Responsibilities
- Requesting references relevant to each application.
- Logging new enquiries and updating spreadsheets.
- Compiling updates to send to brokers and clients.
- Following up cases with lenders, clients & brokers.
- Ensuring the CRM system is regularly updated.
- Answering inbound calls.
- Inputting enquiries onto CRM system.
- Checking documentation on cases.
- Instructing and managing valuation process.
Skills
Education
- Requesting references relevant to each application (from lenders, accountants, solicitors etc)
- Logging new Enquiries and the updating of the various spreadsheets needed in the Residential Dept
- Compiling updates to send to brokers and clients throughout application and offer stages but also chasing relevant parties for updates.
- Following up cases with lenders, clients & Brokers
- 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
- Ability to manage own diary and meet strict deadlines.
- Pass internal competency tests post induction
- Good communication skills essential for dealing with brokers, borrowers and lenders, especially on the telephone
- Proactive
- Previous experience within administration roles is essential and experience in the financial services industry specifically property finance is preferred but not essential.
- Organised
- Resilient and flexible
- Team Player
- Approachable and self- motivated
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.