The Role:
If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.
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 & ensure it meets our funding criteria
Obtain credit score for applications that have not passed automatically
- Liaise directly with the broker or directly with customer to ensure we have all the correct information needed for underwriting
- Pass the lead to the Operations Team for review when the complete information has been received
- Go back to the brokers to request any missing info that has been identified by the Ops team or Underwriter
- Support the BDMS or Ops team as the deal progresses, eg bank verifications
Knowledge, Skills and Abilities
- Strong communicator xsabvtc with clear speech and writing
- A good, personable telephone manner
- Can do attitude
- Ability to work in a fast paced environment
- A minimum of one years administration experience in a similar role with the financial sector.
- Excellent attention to detail
- Strong multi-tasking capabilities
- Ideally experienced in working with financial data
- Confident about the ultimate value of his/her decisions
- 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
Sales Support & Case Manager employer: Aimee Willow Connex
Join a vibrant and rapidly expanding organisation in Manchester, where your expertise as a Business Advisory Manager will make a significant impact on businesses facing financial challenges. We pride ourselves on fostering a collaborative work culture that encourages professional growth and development, offering unique opportunities to engage with diverse teams and clients while delivering high-quality solutions. With a commitment to employee well-being and a supportive environment, we ensure that our team members thrive both personally and professionally.
