Administrator Financial Services

We are currently working in partnership with a leading financial services provider to identify an Administrator.

The ideal candidate will have experience in finance or a legal and conveyancing background.

This role will serve as the intermediary between the wider team, legal and third-party property specialists from application through to completion.

It is crucial in ensuring that customer documentation is managed effectively for a smooth and efficient transition to funding.

• Pipeline Management: Manage pipeline applications, log all new enquiries, and ensure precise data entry for a smooth transition to underwriting.
• Communication: Monitor email inboxes for new enquiries and documents, and handle telephone enquiries.
• Data and Compliance: Complete relevant systems information and fraud prevention checks.
• Case Packaging: Package new applications, assess initial cases, and review borrowers' assets and liabilities.
• Target Management: Manage a pipeline of cases to meet completion targets, requesting necessary information from customers and third parties.
• Documentation Preparation: Draft conditional offer letters and facility letters. Prepare valuation, asset manager/project monitoring surveyor, and legal instructions for the underwriter.
• Relationship Management: Provide updates and request required information within service levels to maintain positive relationships.

Location: Altrincham
Position Type: Permanent - Full Time
Salary: £27,000 - £30,000 + Benefits