Sales Execuitve 

Location: Manchester, Altrincham

Salary: Up to £40,000

Full Time Office Based

General Purpose & Duties:

Assessing the validity of documents and organising them to a level where we have all the required paperwork to compliantly progress the case. Keying accurate data onto the CRM system and supplying relevant information to support lending decisions.

• Provide proactive customer service for inbound and outbound communication by telephone and email.
• Action any tasks set to assist with the underwriting process, initial due diligence checks and packaging the case in readiness for Underwriting - ensuring knowledge & understanding around checking documents.
• Interact and provide updates to BDMs, Underwriters and Intermediaries as required.
• Input and process mortgage applications and DIPs for BDMs/Underwriters as required. 
• Ensure a high level of accuracy for data entry and ongoing record keeping.
• Relationship building with Intermediaries to understand timescales and processes. 
• Manage and action daily tasks and emails.
• To meet KPI target levels set by the business.
• Be prepared to go the extra mile.

Experience and Skills:
 

• Good working knowledge of our products and current SLAs
• Good understanding of the mortgage market and general mortgage criteria
• Competent and confident in building relationships on the telephone
• Excellent telephone manner
• Flexible approach to business needs and requirements
• Ability to use written and verbal communication appropriately.
• Ability to work with minimal supervision.
• Good attention to detail. Right first-time approach
• Have a good understanding of the relevant Company policies, procedures, and rules, always adhering to these.

Benefits:

• 33 Days Holiday plus additional 3 half days per annum for Birthday, Work Anniversary and Magic Moment
• Healthcare Cashplan
• Company Incentives
• Free Breakfasts
• Employee Family Holiday Scheme