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Vacancy – Salesforce Administrator

Salesforce Administrator Crystal Specialist Finance is seeking an administrator with a comprehensive understanding of Salesforce and all its functionalities. Working alongside the Sales and Marketing teams you will use Salesforce as a tool to target, monitor and develop sales leads for the business and thereby enhance business levels. TEAM: IT REPORTS TO: Operations Director LOCATION: Tamworth Key Responsibilities Act as Salesforce champion for the business. Support the continuous development of Salesforce to ensure it remains aligned to business needs. Actively work with the sales and marketing teams to maximise Salesforce functionality and improve business practices and profitability. Manage all data in Salesforce, ensuring accuracy of input from the sales teams. Driving improvement of business processes and using the SFDC platform to drive operational efficiencies. Proactively...

Vacancy – Lending Assistant

Lending Assistant To assist the Lending/Loan Manager to ensure all paperwork from brokers are received within our SLA’s, by adhering to our KPI’s. This will be achieved by being organised, proactive and able to work with a CRM system to manage all third parties. A confident phone manner is essential to this role. You will need to establish positive relationships with all our internal parties and work closely with the Lending/ Loan Manager. TEAM: New Business REPORTS TO: Specialist Product Team Leader or Head of Product LOCATION: Tamworth Key Responsibilities To take ownership of the data quality of the submission of applications to variety lenders Maintain excellent product and criteria knowledge Identify changes to application and report to Lending Manager Work towards agreed SLAs –...

Vacancy – Lending Manager

Lending Manager To manage all new loan applications through to completion. This will be achieved through establishing and maintaining positive relationships with all internal & external stakeholders, learning and understanding lender criteria, to deliver criteria updates to team members, managing case files, collecting and assessing all loan requirements, collecting signed offers and instructing solicitors. TEAM: New Business REPORTS TO: Specialist Product Team Leader LOCATION: Tamworth Key Responsibilities To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements Maintain excellent product and criteria knowledge Work towards agreed SLAs – both individually and in your team Able to take ownership and drive delivery of performance Adhere & embody all industry regulations and standards To liaise with team leader on all case...

Vacancy – Underwriter

Underwriter To manage all new loan enquiries from initial enquiry through to application. This will be achieved through establishing and maintaining positive relationships with all parties, learning and understanding lender criteria, to deliver criteria updates to team members, managing case files, collecting and assessing application forms and valuation fees. This may involve managing a small specialist case load through to completion as appropriate. TEAM: New Business Team REPORTS TO: Director of New Business LOCATION: Tamworth Key Responsibilities Identify opportunities for new business (New Inbound Enquiries and place good quality business to lenders & providers) Maintain excellent product and criteria knowledge Work towards agreed SLAs – both individually and in your team Able to take ownership and drive delivery of performance Adhere & embody all industry...