Responsibilities:
1. Conduct initial security checks (DPA) on the customer where applicable.
2. Have a knowledge and understanding of responsibilities in relation to company policies and procedures i.e. Financial Crime and Whistleblowing.
3. Review a detailed fact find from customers of their financial situation and assess how we can assist them.
4. Seek permission to carry out a credit search and inform clients of DPA through system scripts.
5. Input and log all customer information onto the Lendles bespoke sourcing system.
6. Look to place them with a lender starting with the product that is closest to their needs.
7. Work to set KPI’s and targets in line with Consumer Duty in relation to productivity and effectiveness.
8. Be receptive to and willingly participate in company provided training.
9. Adhere to all compliance and Training and Competency needs within the business.
10. Conduct calls in a professional manner following Consumer Duty and company guidelines.
11. Take necessary action to ensure we offer the correct advice and manage paperwork, as required.
12. Provide excellent standards of customer service at all times.
13. Maintain competent working standards in line with requirements of compliance (DPA, FCA, AML and all other legislation).
14. Carry out any reasonable request from a member of the leadership team.
What you will need to know:
1. Previous experience within second charge loans in an advisory role is essential.
2. Proven track record in a target driven role and stable career history.
3. Tenacious and self-motivated individual who can work in a team.
4. Competent user of MS Outlook, Word and Excel.
5. Previous experience and knowledge of industry regulation and legislation (DPA, AML and FCA).
6. Successful completion of CeMap modules 1, 2 and 3.
What are the working hours?
1. Monday to Thursday: 9am-6pm.
2. Friday: 9am-4pm.
What can you earn?
1. Salary will be discussed at interview and is based on experience.
2. Discretionary bonus structure agreed monthly and based on achievement of targets.
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