The tasks and duties listed below are intended to describe the general nature and responsibilities of this role. They are not intended to be an exhaustive list and the post holder is expected to undertake any reasonable request from a caseworker, Team Leader, Unit Head or other appropriate Manager.

• Make outbound calls to request redemption statements from existing lenders;
• Carry out identification checks;
• Process mortgage offers;
• Chase any borrowers outstanding documentation required to proceed to completion where requested to do so;
• Process incoming questionnaire packs from borrowers;
• Process any miscellaneous post;
• Process redemption statement;
• Request redemption statements via lender portal
• To assist with any other administrative task as requested by the team leader.

 SKILLS, QUALIFICATIONS AND EXPERIENCE REQUIRED

• Some experience in using IT skills, in particular experience of using a case management system;
• An ability to work in a demanding environment, working to strict deadlines and within Service Level Agreements and to other targets;
• A careful and methodical approach to work demonstrating a high level of accuracy and attention to detail, ensuring that processes, procedures etc are followed accurately;
• A flexible and adaptable approach to work;
• Strong commitment to client care and to providing a friendly and helpful service;
• Excellent written and verbal communication skills;
• A self starter with a ‘can do’ approach to work, used to demonstrating initiative; and
• Experience of working within a team environment and of supporting others.