Client Relationship Executive

About us

We are a principal lender providing short term property finance to property developers, landlords and investors. The company has experienced a huge amount of growth in recent years, but we have big ambitions in terms of how we wish to grow the business in 2024 and beyond. This is a key opportunity for you to join a relationship-led lender with customer service at the core of everything we do.

About the role

You will work in an administration role, supporting our Client Relationship Managers with their day-to-day administration tasks.

You will support the Client Relationship Managers in managing existing working relationships with customers and brokers alike from the application stage through to loan redemption and be committed to providing excellent customer service throughout.

You will require a high level of attention to detail and good analytical skills.

You will work directly with at least one Client Relationship Manager, but you will also work alongside our wider team of staff to help deliver service standards across the company.

Roles and responsibilities

• Learning to understand, analyse and interpret key information such as credit searches, bank statements, financial accounts, property valuations and business appraisals to assist in the lending decisions.
• Delivering high levels of accuracy and attention to detail in data input and all written communication produced.
• Helping to build and develop successful working relationships with external contacts such as brokers, customers, surveyors and solicitors as well as internal teams such as administrators, credit risk and finance to ensure all lending requirements are satisfied prior to release of funds.
• Assisting in the management of a large pipeline of cases through to completion, ensuring both company service standards and the lending policy are complied with throughout.
• Ensuring that all regulatory requirements are adhered to throughout the process and in all contact with customers, brokers and third parties.
• Dealing with all internal and external telephone & email enquiries efficiently and within company standards.
• Communicating information to relevant teams in a clear manner.
• Holding a good understanding of all the company’s policies, procedures and compliance guidelines, instilling the principles in your daily practice to protect the company from any associated risks.
• Evaluating the accuracy and authenticity of each client’s details.
• Creating detailed records on each case via our case management system.
• Maintaining an up-to-date data knowledge of fraud prevention.

Skills and experience

• Strong numeracy skills.
• Strong analytical skills and attention to detail.
• Self-motivated and ability to work independently.
• Effective communication: written and verbal.
• Demonstrate good time management when dealing with a high volume of pipeline cases.
• Deliver high levels of accuracy and attention to detail in data input and all written communication produced.
• Embrace a ‘Customer-focused’ approach at all times.
• Be a Brand Ambassador and embrace company values at all times.
• Collaborate with others.

Next steps

If you are the person described above and you have the skills and experience we need, we’d love to hear from you.

Please forward CV and any covering correspondence to careers@signaturepropertyfinance.co.uk