Supervisor: Head of Sales/ Sales Support
The Case Support Manager will:
BDM Support:
* Answers and handles phone calls from brokers (when BDMs in meeting/on other calls)
* Chases the gathering of stips directly with the broker
* Sends and chases contracts directly with the customer
* Supports BDM with conversion of lower value/ lower Risk Grade offers – directly with brokers
UW support:
* Verifies key legal, identity, contact, and banking details against source documentation.
* Confirm all stips received prior to funding, and SF is fully updated
* Ensures all bank details are clearly shown in the system and have been validated prior to pay-out
Finance support:
* Ensure we have full information needed for pay-offs to other lenders and these details are all loaded to SF (account name, sort code, account number, amount, reference)
* Check that DD Mandate will be set up in all cases (there are still deals being posted to RTF channel with no DD mandate setup).
* Set stage to "Ready to Fund" (there are still deals being posted to RTF channel with the stage not being set correctly)
Knowledge, Skills and Abilities
* Super organised
* Strong communicator
* Excellent attention to detail
* Ideally experienced in working with financial data
* Confident about the ultimate value of his/her decisions
* Handles pressure, and thrives in fast moving environment
* Active learner interested in applying Company standards to transactions
* Effective team player with the ability to work independently, exercise initiative and take ownership of projects
* Commitment to continuous improvement
* Sense of accountability and pride in his/her work
* Ability to communicate urgency, while working with detailed process requirements
* Ability to drive a process
* Excited about the prospect of working for an ambitious, fast-growing company
* Opportunity to develop into BDE/BDM/Direct Sales or get more responsibilities in a Sales Support role
Salary description
£30000.00 - £35000.00 per year