Mortgage Desk Assistant - Tamworth, United Kingdom - Crystal Specialist Finance

Crystal Specialist Finance

Verified Company

Tamworth, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role Purpose:

This is a sales focused role working in our new business team, the individual will need to be motivated working to targets, focused on positive outcomes and the ability to objection handle when dealing with Customer or Broker to a high standard.

The main focus of this role is to convert all inbound leads into qualified enquiries for the specialist underwriters to quote by identifying if the deal is do-able.

You will then collate all pertinent information keeping in touch with the customers / brokers until they are ready to proceed with an appointment with the Underwriter to get terms issued.

Your aim is to provide a knowledgeable, professional, and flexible service to all brokers and customers while being able to deal with a fast-paced environment.

You will assist with with enquiries across all our core sectors of Bridging, Commercial, Buy to Let, Specialist Residential 1st and 2nd charges and Development Finance and in house training will be provided to help build your knowledge base.

The role will also provide the opportunity to learn and develop specialist finance knowledge with potential progression to becoming an Underwriter at Crystal Specialist Finance.

Key Responsibilities

Demonstrating the strengths of Crystal and its proposition by establishing and maintaining professional and positive relationships with our introducers

- maximizing interactions to full potential to increase new business levels

Maintain basic product & criteria knowledge in all sectors.
Maintaining highest Quality standards
Work within agreed SLAs both individually & in your team
Able to take ownership & drive delivery of performance of self & others
Adhere & embody all industry regulations and standards
To liaise with team manager on all issues
Be role model & advocate of Crystal values & behaviours
Positive & encouraging attitude
To adhere fully to company handbook &policies
Reasonably anticipate, minimise & manage operational risk with company risk appetite & policies

Skills, Qualifications, Knowledge and Experience Required

Previous experience of working in a specialist finance environment and dealing with the intermediary market.
Proven sales track record
Ability to perform under pressure in a fastpaced environment
Maintaining high levels of Quality throughout the customer journey & through periods of change & ambiguity
Ability to gain understanding of Product knowledge &/or regulation
Excellent communication skills written & verbal including superb telephone manner
Stakeholder management relationship building with internal & external partners by maximising every interaction
Proven experience in providing excellent customer service & understanding of TCF
Working to a high degree of accuracy
CeMap or equivalent qualification advantageous