Completions Consultant - Rayleigh, Essex
ROLE PURPOSE
To provide a quality and timely payouts service, whilst working as part of a team. Providing excellent customer service at every opportunity to maximise business opportunities.
KEY ACCOUNTABILITIES
1. To ensure that all paperwork and information required by the lender has been communicated to the applicant within appropriate timescales.
2. Liaise with lenders and banks to obtain relevant information and documents in a timely manner.
3. Ensure that clients details are correct on the system and process all paperwork until completion.
4. To attend and participate in team meetings maintaining excellent communication with both internal and external contacts and customers.
5. To provide a high quality of customer service to promote sales and identify areas that can maximise business opportunities.
6. To comply with industry regulation and adhere to the policy guidelines.
7. To ensure personal targets are met
KEY RESULT AREAS
All deals are sent to relevant lenders in line with specific lenders criteria and within appropriate timescales
All agreed KPIs are achieved.
SKILLS
Word, Excel, Outlook, Loans Database
Experience of Payouts and relevant companies procedures
Good telephone manner
Articulate
PERSONAL ATTRIBUTES
Ability to cope under pressure
Approachable
Attention to detail
Flexible
Patient
Adaptable
Common Sense approach
Sense of humour
Team Player
Excellent organisational skills
COMPETENCIES
Achieving Goals
Willingly puts in extra effort when required
Remains positive when faced with set backs
Demonstrates enthusiasm and determination
Takes a personal pride in all work produced
Planning
Plans own time to increase personal productivity
Organises own work into a logical and practical sequence of activity
Checks quality of own work
Clarifies own understanding of whats required
Communicating Openly
Shares information openly and honestly
Managing Change
Keeps an open mind, adapting rapidly to change
Tries out ideas suggested by others
Enthusiastically accepts and promotes change
Team Working
Build rapport with people
Gains the trust and support of colleagues
Making Decisions
Consults with others when making decisions
Gathers and analyses data methodically
Uses experience and precedent to guide decisions
Improving Performance
Learns from own and others experiences
Seeks, accepts and acts upon constructive feedback from others
Actively seeks to acquire additional skills
Proving Quality Service
Gives cheerful, friendly service to customers
Puts self out to meet customer requirements
Takes responsibility for resolving customer concerns
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