Client Relationship Manager

Recruiter
John Charcol
Location
Southampton, UK
Salary
Competitive
Posted
20 Jun 2019
Closes
01 Jul 2019
Ref
1185702332
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Role Title: Client Relationship Manager

Department: Operations

Location: Southampton

Reports to: Head of Operations

Main purpose:

To efficiently carry out all administrative duties, in order to contribute to the completion of mortgage solutions. To fully support mortgage consultants by preparing fully compliant files from initial contact with client, conducting research and preparing the application ensuring it meets the lenders criteria prior to submission.

Managing a mortgage pipeline, but not limited to 75 clients in an efficient and professional manner.

Measures of Performance:
  • Consistently meeting company/client deadlines at all times
  • Competency in effective written/communication skills
  • Accuracy and excellent attention to detail
  • Achieving all processing Key Performance Indicator
  • Excellent client feedback

Key accountabilities:
  • Verifying ID/Documents ensuring applicants meet the lender criteria
  • Completing AML and compliance checks as a risk prevention
  • Tight tracking of mortgage/protection applications, efficient gathering of additional/missing documents from client
  • Updating back office system with step by step life of the application
  • Assisting in the researching of mortgage solutions
  • Ensuring invoices are sent
  • Liaising BDM's and lenders/protection provider/s
  • Keeping up to speed with current criteria and policy for all lenders on our panel
  • Acting as a primary point of contact for all clients post submission of application

Key Knowledge, Skills, Experience required:

Essential:
  • Minimum of 1 years administration experience within a regulated or financial services environment
  • Knowledge of the regulatory environment in the UK, and in particular FCA regulation
  • Good IT skills in a range of relevant applications (Word, PowerPoint, Excel, Outlook)

Key competencies:
  • Excellent planning and organisational skills with an ability to work to challenging deadlines
  • Ability to work without supervision
  • Ability to work collaboratively within a team
  • High standard of attention to detail and record keeping
  • Strong communicator with good written and oral communication skills
  • Adopts a proactive approach and seeks out solutions
  • Flexible and supportive approach to working practices

Travel:

None.

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