Supports business loan applications by gathering, checking, analysing, and collating financial and property documents. Reviews credit reports, bank statements, valuations, Land Registry records, and business financials, presenting concise information to Relationship Managers. Liaises with internal teams to resolve application issues, gathers external information, and responds to customer queries through live chat and email. The role requires strong administration, organisation, communication, analytical ability, attention to detail, and customer service skills.
Working within our Office Support Team, you'll be focusing on administrative duties that primarily support the Relationship Management (Underwriting), Customer Care and Business Development Teams, checking and quantifying supporting application documents, liaising with Business Development and Customer Care teams on any issues, gathering additional information from external sources and making this information presentable for our Relationship Managers.
Responsibilities
What we're looking for
Ideally, you'll be;
Benefits
There are plenty of reasons to join us at Flex HQ. From our modern waterfront office (with a fully-stocked kitchen) to our staff perks, including private medical insurance, employee benefit scheme, and more. We're a friendly bunch at Fleximize, with regular team events and socials, and we’re excited to welcome you into the family. You can expect:
This job description is intended as a general indication of the main responsibilities of the job and does not include detailed instructions of how tasks are undertaken. You may be required to carry out additional tasks within your capability as necessitated by your role within the organisation and to meet the needs of the business
Responsibilities
- Handle all documents related to the loan application, including gathering, checking, and collating throughout the application stage of the loan
- Carry out and analyse credit reports, Land Registry documents, property valuations, business financials, bank statements, and other necessary application documents
- Complete initial application reviews and present this information accurately and concisely to our Relationship Managers
- Helping to respond to customer queries via live chat and email
What we're looking for
Ideally, you'll be;
- Professional and confident with a good understanding of customer service
- An excellent communicator (both written and oral)
- Self-motivated, ambitious, and forward-thinking, with the ability to work in cross-functional teams and remain flexible
- Skilled analytically, administratively, and organisationally, good with computers, and have a keen eye for detail
- Passionate - entrepreneurs put their heart and soul into their business, and the least we can do is put OUR heart and soul into helping them
- Hungry - we're growing rapidly, and want people that are motivated by, and want to be a part of, that success
- Personable - we're a diverse and close-knit team, and everyone mucks in together
- Adaptable - ideas are drawn from across the company on things like product updates, web development, and marketing
Benefits
There are plenty of reasons to join us at Flex HQ. From our modern waterfront office (with a fully-stocked kitchen) to our staff perks, including private medical insurance, employee benefit scheme, and more. We're a friendly bunch at Fleximize, with regular team events and socials, and we’re excited to welcome you into the family. You can expect:
- Generous holiday entitlement: we offer 25 days holiday entitlement, with the added flexibility to buy and sell annual leave days. You get your birthday off too!
- Professional development: career advancement is as important to us as it is to you. We offer training courses and qualifications to develop your skills and knowledge. Taking time to attend webinars and in-person seminars that can help you in your role is also encouraged
- Healthcare benefits: all team members get private healthcare as standard, which can even be extended to cover your family. We also offer company death-in-service insurance and an enhanced maternity pay scheme
- Perks & discounts: everyone gets access to exclusive discount codes and offers on hundreds of high-street and online stores
- Free breakfast every day: our kitchen is filled with fresh fruit, cereals, and other goodies to start your day right
- Team socials: regular team outings give us all a chance to have fun and relax, whether it’s an escape room, theme park, football match, or evening at the local restaurant.
This job description is intended as a general indication of the main responsibilities of the job and does not include detailed instructions of how tasks are undertaken. You may be required to carry out additional tasks within your capability as necessitated by your role within the organisation and to meet the needs of the business
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