Treasury Associate Manager managing cash forecasting and liquidity at Aleph's financial team. Engaging with banks and ensuring regulatory compliance across regions.
About the role
- Pre-offer Case Manager at Keystone Property Finance managing a pipeline of mortgage applications from pre-offer to offer. Collaborating closely with sales, risk, and underwriting teams.
Responsibilities
- Build and maintain effective relationships with all new and existing clients
- Act as the first ‘port of call’ with any queries on all mortgage applications from pre offer stage to offer
- Ensure timely, accurate and appropriate responses to telephone calls/enquiries and any other correspondence from Mortgage brokers
- Liaise with Mortgage Brokers, appraising them of the progress of specific mortgage cases and seeking to resolve any queries that arise
- Liaise with the Line Manager, escalating any specific problems for discussion and resolution
- Liaise with the underwriting team, ensuring that application requirements and conditions are complied with and updated
- Liaise with external valuer firms to ensure valuation reports are being conducted in line with business requirements
- Works within prescribed procedures, practices and agreed SLAs
- Inputs, updates and maintains data onto the system accurately reflecting the current stage of each case
- Dealing with processing queries relating to each application
- Manage the dashboard to monitor applications and deal with any relevant tasks
- Obtain and provide updates on mortgage applications to ensure that they are progressing smoothly from application to offer
- Review and pre-approve valuation reports in readiness for underwriter’s review
- Review and pre-approve supplementary documents required on each application
- Dealing with phone calls both incoming and outgoing, discussing application progress and requesting outstanding items
- Actioning emails that are received from 3rd parties such as Valuers, Solicitors and Brokers
Requirements
- Experience in telephone communication
- Strong stakeholder management skills
- Excellent communicator
- Team player
- Ability to work on your own initiative
- Ambitious for personal development
- Proactive and efficient
- Strong inter-personal skills
Benefits
- Teamwork & Cooperation
- Value our People
- Continuous Improvement
- Positive Contribution
- Customer Focus
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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