* Title: Client Services Executive
* Role: Permanent, full-time, office-based
* Salary: £31,000 pa
* Holiday: 22 days (plus bank holidays)
* Working hours: Monday to Friday 09:00 – 17:30
* Location: Cardiff
The Client
Our client specialises in providing property finance solutions, including bridging finance, residential finance (including ex pat, buy to let, and private bank mortgages), commercial finance, portfolio loans, business finance, development finance, complex income and second charge mortgages. These are advised on by our internal broker team, or by one of our external broker partners
As a Client Services Executive you will be part of a small team delivering outstanding customer service to new and existing clients in our Cardiff office. The main purpose of the role is to handle and convert inbound leads, use outbound contact strategies to convert these enquiries, and be the first point of contact for incoming enquiries.
Whilst the role does not require previous financial knowledge or experience, it is important that you are willing to learn and understand the financial products we offer, to be able best assist with client enquiries.
Responsibilities:
* Manage and respond to new business enquiries, across various communication channels (including telephone, text message, online chat and email), both inbound and outbound
* Answer incoming calls from new and existing clients
* Take details of various financial-related enquiries, and refer to the appropriate adviser, either internal or external
* Update the CRM system accordingly with accurate, timely and detailed records
* Ensure client expectations are managed throughout every step of the lending process and their outcome is a positive experience
* Be an excellent communicator and build sound relationships between all of the parties involved throughout the lending process
* Become an active part in the care of clients and be wholly familiar with the contacts and clients of our Bridging Finance Advisers
* Full support in packaging cases correctly before submission, ensuring all the required documentation for compliance purposes and the respective lender
* Pro-actively liaising with clients to request documentation, checking the documentation that is provided is correct and compliant
* Regular liaison with all parties to the lending process (lenders, solicitors, estates agents, valuers, client, etc) to obtain updates on applicant status and proactively progress bridging applications through to offer.
* Working with and adhering to company and FCA policies and procedures
* Discuss any compliance and quality issues with the adviser and Compliance Officer
Key skills required:
* Excellent communication skills both verbally and written
* Organisational skills
* Proactive team player
* Friendly and professional attitude and telephone manner
* Ability to work under pressure
* Self-motivated
* Positive ‘can do’ attitude
* Computer literate (required use of bespoke CRM systems and Microsoft packages)
* Able to quickly build confidence, respect and trust with others
* Accuracy and an eye for detail
* Knowledge and experience of the following an advantage: bridging finance, residential and BTL mortgages, underwriting and case management
For more information on this role and to register an interest, please click apply and/or reach out to Harry Driscoll at Prince Talent & Resourcing on 0208 050 1477 / harry@prince-resourcing.co.uk