The Role: 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)" Admin support: First port of call for all new applications, to check whether: All the correct information has been received that is required for underwriting
Sales Support & Case Manager employer: Aimee Willow Connex Limited
As an Executive Officer in our Home Working team, you will join a dynamic and supportive work culture that prioritises employee well-being and professional growth. We offer competitive salaries, flexible working arrangements, and comprehensive training programmes to help you excel in your role while enjoying the benefits of a balanced work-life environment.
Contact Details:
Aimee Willow Connex Limited Recruitment Team
