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Date Added: Fri 07/06/2024

Sales Executive

Altrincham, WA14, UK
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Job Type: Permanent, Full Time

Salary: £30000 - £40000/annum

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.


* 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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