Sales Executive

Company:  Rico Property Finance Ltd (T/A D&R Recruitment)
Location: Altrincham
Closing Date: 02/08/2024
Salary: £30,000 - £40,000 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
Sales Execuitve Location: Manchester, Altrincham Salary: Up to £40,000 Full Time Office Based General Purpose & Duties: Assessing the validity of documents and organising them to a level where we have all the required paperwork to compliantly progress the case. Keying accurate data onto the CRM system and supplying relevant information to support lending decisions. * Provide proactive customer service for inbound and outbound communication by telephone and email. * Action any tasks set to assist with the underwriting process, initial due diligence checks and packaging the case in readiness for Underwriting - ensuring knowledge & understanding around checking documents. * Interact and provide updates to BDMs, Underwriters and Intermediaries as required. * Input and process mortgage applications and DIPs for BDMs/Underwriters as required. * Ensure a high level of accuracy for data entry and ongoing record keeping. * Relationship building with Intermediaries to understand timescales and processes. * Manage and action daily tasks and emails. * To meet KPI target levels set by the business. * Be prepared to go the extra mile. Experience and Skills: * Good working knowledge of our products and current SLAs * Good understanding of the mortgage market and general mortgage criteria * Competent and confident in building relationships on the telephone * Excellent telephone manner * Flexible approach to business needs and requirements * Ability to use written and verbal communication appropriately. * Ability to work with minimal supervision. * Good attention to detail. Right first-time approach * Have a good understanding of the relevant Company policies, procedures, and rules, always adhering to these. Benefits: * 33 Days Holiday plus additional 3 half days per annum for Birthday, Work Anniversary and Magic Moment * Healthcare Cashplan * Company Incentives * Free Breakfasts * Employee Family Holiday Scheme
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Rico Property Finance Ltd (T/A D&R Recruitment)
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