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- Tasks: Support our Sales team by managing the lending process and ensuring smooth case progression.
- Company: Join Hope Capital, a dynamic finance company focused on growth and collaboration.
- Benefits: Hybrid working model, competitive salary, and opportunities for personal and professional development.
- Why this job: Be part of a fast-paced environment where your contributions directly impact business growth.
- Qualifications: Experience in B2B finance, strong relationship management, and a passion for customer experience.
- Other info: Opportunity to learn and grow in a supportive team while building valuable industry connections.
The predicted salary is between 36000 - 60000 £ per year.
Ensure smooth delivery of our lending process effectively manage due diligence by:
- Work closely with Sales Specialists to progress enquiries to underwriting, ensuring all required information is gathered and tasks are coordinated efficiently.
- Assess applications and conduct due diligence in line with company requirements, including client background checks and status verification.
- Chase missing documentation or unclear information from sales personnel, brokers, and other relevant parties to ensure smooth case progression.
- Filter calls and requests to the appropriate stakeholders.
- Obtain valuation and solicitor quotes, and manage ID verification documentation to meet timelines.
- Direct deals through the correct process streams (Dual+, refurbishment, standard bridging).
- Support Sales Specialists with new business follow-ups during busy periods.
- Process accreditation documentation for new broker onboarding.
- Maintain accurate CRM records for case status, client, and broker details.
Building relationships across the Hope Capital family and with our stakeholders by:
- Professionally handle broker and client communications, managing expectations while reinforcing Hope Capital’s reputation.
- Liaise with internal teams (Legal, Risk, Sales) and external parties (Surveyors, Solicitors, Quantity Surveyors) to manage the lending process effectively.
- Coordinate valuations and site inspections, ensuring appointments are booked and reports received within SLA.
- Build and maintain strong relationships with internal teams, brokers, and clients, keeping all parties informed of case progress.
- Maintain relationships with partners, including solicitors, valuers, and monitoring surveyors, to ensure efficient collaboration.
ABOUT THE ROLE:
Working alongside our Sales team, you will provide the team with first class support and coordination to get cases from initial enquiry, completed due diligence to successfully handing over to underwriting. You will build relationships with our stakeholders and ultimately contribute towards the growth of our business.
NICE TO HAVE:
- Experience within a busy Sales team providing first class support, ideally within financial services.
- Experience with customer due diligence processing.
- Willing to learn and upskill in a fast-paced environment.
- Relationship management skills.
- Previous experience in a fast-moving finance company within the regulated or unregulated business environment.
WHAT WE EXPECT:
- To work on a hybrid model of office and home working, but to attend the office additional days as and when required, given reasonable notice.
- Fulfil the need to travel or attend events, working irregular hours including weekends as required as a Hope Capital representative.
WHAT YOU’LL NEED:
- Experience within the B2B bridging finance space.
- Passion for Hope Capital’s products and knowledge of the competitive landscape.
- Excellent people and relationship building skills, across all seniority levels.
- A track record of excellent negotiation skills and logic in prioritising projects.
- Detail-oriented and with strong analytical skills.
- Ability to work well as part of a team, driven, relentless and a proven closer – you don’t take no for an answer.
- Passionate approach to customer experience.
- An eye for building new processes and challenging the status quo.
- Love to solve problems and be challenged.
- To be a constant learner. You will be always growing – both personally and with the team.
Pre-Application Specialist in Liverpool employer: Hope Capital Property Finance
Contact Detail:
Hope Capital Property Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pre-Application Specialist in Liverpool
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their products and services, especially in the B2B bridging finance space. This will help you stand out and show your passion for what they do.
✨Tip Number 3
Practice your communication skills! Whether it's handling broker calls or liaising with internal teams, being articulate and professional is key. Role-play with a friend or use online resources to sharpen your skills.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Pre-Application Specialist in Liverpool
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in the B2B bridging finance space. We want to see how your skills align with our needs, so don’t be shy about showcasing your relevant achievements!
Showcase Your Relationship Skills: Since building relationships is key for this role, include examples of how you've successfully managed client or stakeholder communications in the past. We love seeing how you’ve reinforced a company’s reputation through your interactions!
Be Detail-Oriented: We’re looking for someone who pays attention to the little things. When filling out your application, double-check for any typos or missing information. A polished application shows us you’re detail-oriented and ready to handle due diligence!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about Hope Capital while you’re at it!
How to prepare for a job interview at Hope Capital Property Finance
✨Know the Lending Process Inside Out
Before your interview, make sure you understand the lending process thoroughly. Familiarise yourself with terms like due diligence, underwriting, and client background checks. This knowledge will help you answer questions confidently and show that you're serious about the role.
✨Showcase Your Relationship Management Skills
Since this role involves building relationships with various stakeholders, be prepared to discuss your past experiences in managing client communications. Share specific examples of how you've successfully handled difficult situations or built rapport with clients and colleagues.
✨Demonstrate Your Attention to Detail
As a Pre-Application Specialist, attention to detail is crucial. Bring examples of how you've ensured accuracy in documentation or processes in previous roles. Highlight any systems or methods you use to keep track of important information and deadlines.
✨Be Ready to Discuss Problem-Solving Scenarios
Prepare for questions that assess your problem-solving abilities. Think of instances where you've had to chase missing documentation or clarify information under pressure. Show how you approached these challenges and what the outcomes were, emphasising your proactive attitude.