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Filing, scanning, photocopying of all relevant documents which are needed for a second charge mortgage application.

· Maintaining business logs using internal CRM system.

· Deliver excellent customer service to Believe Clients.

· Ensure all clients are happy throughout the whole application process from documents received right through to completion with the lender.

· Work with the second charge mortgage advisors to ensure deals are underwritten correctly and are packaged to high quality standards before being submitted down to lenders.

· Work within a team to ensure all clients are being serviced as well as personal clients.

· Communicate with management producing reports on personal case loads which can be used for completion predictions.

· Manage a pipeline in a fast-paced mortgage environment, from submission to completion.

· Dealing with any incoming general enquiries.

· Ensuring acceptance of terms, Loan offers are received promptly and checking against application data and/or KFI.

· Proactively keep up to date with product criteria for all lenders which the business has on panel.

· Reviewing, updating, tracking and monitoring of cases.

· Keeping customers up to date on their case and push for feedback on all completed cases.

· Talk all clients through the Trustpilot process and how important their feedback is to improve our service.

· Ensure Clients have discussed Protection with our in-house team before their application completes.

· Work with our compliance team and mortgage network to ensure all regulatory requirements have been completed on all personal cases.

· Meet all departmental SLAs and targets.

· Understand what Treating Customers Fairly (TCF) means and embed this fully within your work.

· Attend internal or external meetings as required.

BENEFITS

Cash Plan with Westfield Health

Access to Free Therapy sessions

Free Tea/Coffee facilities

Fresh fruit delivered weekly

Free Parking

End of Quarter Events and incentives

Progression opportunities