Job Description

You will answer customer queries through telephone and emails in a professional, timely manner and in line with the company’s guidelines, conduct checks on applications and documentation and maintain Client Relationship Management databases (internal and funders where required) ensuring information is up-to- date and accurate.

Responsibilities:

• Conduct KYC and AML checks using partner’s system in line with our KYC policies and procedures.
• Communicate with the brokerage team to collect additional information for an application where required, to support the KYC and AML checks.
• Support the Customer Success Manager with delivering a high level of customer service and identify risks to the lending/brokerage department.
• Report complaints to the Senior Management Team with any relevant recommendations.
• Support the Senior Management Team with ad hoc duties related to this role as required.

Required Knowledge, Skills, and Abilities

• You should have 2 years’ experience in a similar role, ideally in the financial services industry.
• You will need to be a confident, enthusiastic individual with fantastic communication skills and a passion about meeting customers’ stated and unstated mortgage and protection needs.