Innovate Leads Ltd Carlisle, England, United Kingdom
Conduct risk assessment calls with clients to verify application details and assess potential risks.
Ensure accurate recording and validation of client information in line with company policies.
Identify and escalate any inconsistencies, errors, or potential fraud indicators.
Manage and process client cancellations while providing necessary support and guidance.
Maintain a high standard of compliance, ensuring all cases adhere to regulatory requirements and company procedures.
Collaborate with internal departments to improve risk assessment processes and client experience.
Meet and exceed KPIs related to call quality, risk mitigation, and compliance adherence.
Maintain confidentiality and professionalism when handling sensitive financial information.
Provide excellent customer service while ensuring thorough risk assessment procedures are completed.
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