Lending Case Officer

Glasgow, Scotland
£18000 per annum
14 Nov 2016
12 Dec 2016
Recruitment Genius Ltd
Contract Type
Full Time
£18,000 per annum

Hours: Rotational shift pattern 9am - 8pm (Monday - Thursday), 9am - 5pm Friday

Are you a highly motivated and driven individual? Do you want to build a successful career in a new and vibrant business?

This company is looking for experienced sales professionals to join an exciting new venture. The purpose of this role is to prepare and manage client's files for the purpose of offering a new financial product.

Working within a fast paced and changing environment you will be responsible for:

- Contacting clients via various communication channels and explaining business products
- Understanding client needs and build rapport with clients
- Work to set compliance standards and boundaries
- Handle high case load
- Liaise and communicate efficiently with other teams
- Learn new systems, update and maintain information within the system
- Conduct credit and money laundering checks
- Make lending decisions based on specific criteria checks
- Ability to reflect outcome of a case within CRM system
- Package and issue lending documentation
- Provide best advice; checking the case is viable
- Responsible for treating customers fairly at all times

Skills Required:

- Sales experience required
- Financial Services background preferable
- Understanding of Credit Reporting preferable, training will be provided
- Understanding of Insolvency Sector desirable, however not required
- Adaptable to change
- Possess a pro-active and confident attitude
- Organised and efficient
- Confident in navigating and using various software packages
- Ability to work in a fast paced and growing environment
- Confident and Telephone manner

If you think this is the role for you, please do not hesitate to send me your interest and current CV.

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