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- Tasks: Manage diverse loan agency deals and ensure exceptional client service.
- Company: Specialist loan agency in the heart of London.
- Benefits: Permanent role with a dynamic team and career growth opportunities.
- Why this job: Join a fast-paced environment and make a real impact on client outcomes.
- Qualifications: Experience in loan agency or related roles; strong attention to detail.
- Other info: Collaborative culture with a focus on expertise and service excellence.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an experienced Third Party Agent Loans Closer to join a specialist loan agency team based in the heart of the City. This is a fantastic opportunity to manage a diverse portfolio of loan agency deals within a business that places client relationships and service excellence at its core. If you thrive in a fast‑paced financial services environment and take pride in delivering exceptional outcomes for clients, we want to hear from you.
What You’ll Be Doing
- You’ll take ownership of a portfolio of primary and secondary loan transfer settlements, working across the full deal lifecycle from front to back.
- Managing settlement of primary and secondary transfers across a varied deal portfolio.
- Maintaining data integrity across platforms including Loan IQ and Clearpar, covering transfer restrictions, lender set‑ups, KYC/tax processes and remittance information (MT103/MT202).
- Delivering outstanding client service, responding to queries within 48 hours and targeting settlement of new trades within 5 business days.
- Providing regular metrics and reporting to team and product leads on outstanding trades.
- Collaborating closely with team members and communicating clearly across the business.
- Staying current on industry developments and demonstrating strong product knowledge internally and externally.
- Adhering to risk, regulatory and compliance frameworks and escalating issues where appropriate.
What We’re Looking For
- Prior experience in loan agency, loan transfers or a related Loan Ops / Loan Settlements role.
- Working knowledge of Loan IQ, Clearpar and loan trade settlement processes is an advantage but not essential.
- Strong attention to detail and a commitment to data accuracy.
- A proactive, can‑do attitude with a genuine focus on client service.
- A collaborative team player who communicates with confidence and clarity.
Why Apply?
This role offers real breadth with the opportunity to run deals front to back across the full loan lifecycle within a team that values expertise, relationships, and a high standard of service delivery.
Loan Agency Transfers Third Party Agent Loans Closer in City of London employer: Coburn Free Library
Contact Detail:
Coburn Free Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Loan Agency Transfers Third Party Agent Loans Closer in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who know about loan agency roles. A friendly chat can lead to insider info or even a referral that gets your foot in the door.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Loan IQ and Clearpar. Even if you’re not an expert, showing that you’ve done your homework will impress potential employers and demonstrate your commitment to the role.
✨Tip Number 3
Practice your client service skills! Since this role is all about delivering exceptional outcomes, think of examples from your past experiences where you went above and beyond for clients. This will help you stand out during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company.
We think you need these skills to ace Loan Agency Transfers Third Party Agent Loans Closer in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in loan agency or related fields, and don’t forget to showcase your attention to detail and client service focus!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Third Party Agent Loans Closer role. Mention specific experiences that demonstrate your ability to manage loan transfers and deliver exceptional client service.
Showcase Your Knowledge: If you have experience with Loan IQ or Clearpar, make sure to mention it! Even if you don’t, showing that you’re keen to learn about these tools can set you apart. We love candidates who are proactive and eager to grow!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out on joining our fantastic team!
How to prepare for a job interview at Coburn Free Library
✨Know Your Loan Agency Stuff
Make sure you brush up on your knowledge of loan agency processes and the specific role of a Third Party Agent Loans Closer. Familiarise yourself with terms like primary and secondary transfers, and be ready to discuss how you’ve managed similar portfolios in the past.
✨Showcase Your Client Service Skills
Since client relationships are key, prepare examples that highlight your commitment to exceptional service. Think about times when you went above and beyond for a client or resolved a tricky situation quickly—this will show you’re the right fit for their team.
✨Be Data Savvy
Given the emphasis on data integrity and platforms like Loan IQ and Clearpar, it’s crucial to demonstrate your attention to detail. Bring up any experience you have with data management or reporting, and be ready to discuss how you ensure accuracy in your work.
✨Communicate Clearly and Confidently
As a collaborative team player, your communication skills will be under scrutiny. Practice articulating your thoughts clearly and confidently, especially when discussing complex topics. This will help you stand out as someone who can effectively liaise across teams.