Job Description
Vacancy Description
The successful candidate will report to the Case Manager within a rapidly growing Commercial Finance Brokerage. The candidate will need to be focused and dedicated as this role can be fast paced and demanding. We will require someone professional, as you will often be representing the business at events. The candidate will also need to be ambitious, due to the progression available.
There is large potential for growth within the company for a candidate of the right fit. We intend for this role to progress to a Case Manager as a fully trained Commercial Finance Broker, dealing with your own cases and clients alongside your own personal Administrator, reporting to the Managing Director.
Due to the nature of the role, extensive training is required on various duties. These duties will not be passed to the candidate until such training has been completed.
Duties may include:
- Assisting the Case Manager in the progression of cases
- Liasing between Client and Lender throughout the case
- Discussing the Client’s needs, and best progression for their case
- Keeping tabs on the case, and chasing the Client/Lender for any information needed
- Packaging Lender offers to the client
- Maintaining the CRM system appropriately (training to be provided)
- Working alongside the Administration department who will assist in the maintenance of cases
- Assisting in the set-up and running of events held by our sister company
Rate of Pay:
- If ever extra hours are working for an event, you will receive overtime pay or the hours in lieu at a convenient time to be discussed and agreed with the Office Manager
Full Training will be given
Personal Qualities :
- Professional
- Well mannered
Skills Required :
- Computer skills
- Organisation
- Time keeping
Future Prospects :
- To pursue a career within the company
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