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Client Services Manager ZR460JOB
PeoplePartners Inc
Not Mentioned
per Month
Full Time
Banking/Financial
9 months ago
This is a remote position.
Job Overview:
The Client Services Manager will play a pivotal role in managing and analyzing various client documents including bank statements payslips and IDs. This role demands a keen eye for detail strong analytical skills and comprehensive knowledge in managing valuations credit checks and pricing applications with lenders. The ideal candidate will not only oversee the documentation collection and filing processes but also contribute to improving our overall client service experience.
The Client Services Manager will play a pivotal role in managing and analyzing various client documents including bank statements payslips and IDs. This role demands a keen eye for detail strong analytical skills and comprehensive knowledge in managing valuations credit checks and pricing applications with lenders. The ideal candidate will not only oversee the documentation collection and filing processes but also contribute to improving our overall client service experience.
Job Description:
Documentation Collection and Filing:
- Collect and manage essential client documents such as bank statements payslips and identification.
- Ensure accurate filing and secure storage of client documents.
- Demonstrate the ability to analyze documents beyond basic filing including assessing financial and identification documents for completeness and accuracy.
Valuation and Credit Checks:- Order and review property valuations ensuring they meet all necessary criteria.
- Conduct and analyze credit checks to evaluate the creditworthiness of clients.
- Provide detailed reports and insights based on valuation and credit check findings.
Client Interaction and Support:- Act as a primary point of contact for clients addressing queries and providing updates on the status of their documentation and applications.
- Assist clients with the preparation and submission of required documents ensuring all necessary information is collected and processed in a timely manner.
AOL (Assessed of Loan) Loading:- Efficiently load AOL data into the system and ensure accurate entry and processing
- Verify and crosscheck AOL information to ensure consistency and correctness.
Pricing Applications:- Apply for pricing with lenders gathering and providing necessary documentation and information.
- Stay informed about current lending rates and pricing structures to provide accurate and uptodate information to clients.
Continuous Improvement:- Identify areas for process improvement in documentation management and client service
- Implement best practices and streamline workflows to enhance efficiency and client satisfaction.
Requirements
- Minimum of 5 years of experience working in a broker s office or a similar financial services environment.
- Experience with MyCRM preferably via LoanMarket is highly desirable.
- Proficiency in MyCRM Trello AOL Google Suite and Quickli.
- Familiarity with other document management and client relationship tools is a plus.
- Strong attention to detail with the ability to accurately review and analyze financial documents and data.
- Demonstrated capability to manage multiple tasks simultaneously without compromising quality or accuracy.
- Excellent verbal and written communication skills with the ability to effectively interact with clients colleagues and lenders.
Benefits
Permanent Workfromhome setupCompanyprovided equipmentSecondary WiFi Modem21 Leave Credits100% conversion of UNUSED leave creditsHMO on Day 113th Month PayGrab Voucher every monthBirthday GiftLoyalty GiftChristmas GiftWorkLife BalanceActive employee engagements physically such as Christmas Party & Team Building and virtual events such as townhall with prizes. - Implement best practices and streamline workflows to enhance efficiency and client satisfaction.
- Stay informed about current lending rates and pricing structures to provide accurate and uptodate information to clients.
- Verify and crosscheck AOL information to ensure consistency and correctness.
- Assist clients with the preparation and submission of required documents ensuring all necessary information is collected and processed in a timely manner.
- Conduct and analyze credit checks to evaluate the creditworthiness of clients.
- Ensure accurate filing and secure storage of client documents.
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