Trainee Business Lending Administrator

Fleximize; United Kingdom; Remote; GBP 20,000 - 28,000; Full time

Benefits offered by this job

25 days holiday entitlement

Private medical insurance

Employee benefit scheme

Training courses and webinars

Team socials

Job summary

Fleximize is seeking an Office Support professional to assist the Relationship Management, Customer Care and Business Development teams. You will check and quantify supporting documents, liaise with teams, gather information from external sources, and present data clearly for Relationship Managers.

You will review credit reports, Land Registry, valuations and financial statements, and handle customer queries via live chat and email, contributing to a responsive client experience.

Qualifications

• Professional and confident with a good understanding of customer service
• Excellent written and oral communication
• Self-motivated and able to work in cross-functional teams
• Analytical, administrative and highly organised with attention to detail
• Adaptable and motivated by growth and success
• Personable and collaborative in a diverse team environment

Responsibilities

• Handle and check documents related to loan applications throughout the process
• Carry out and analyse credit reports, Land Registry, valuations, financials and statements
• Conduct initial application reviews and present information clearly to Relationship Managers
• Respond to customer queries via live chat and email

Skills

Customer service

Excellent communicator

Analytical

Administrative

Organisational skills

Detail-oriented

Team player

Adaptable

Tools

Live chat software

Job description

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

• 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

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.

The duties in this job description should be carried out in a manner which promotes equality of opportunity, dignity and respect for all employees and is consistent with Fleximize's policies. The company reserves the right to alter or amend the duties set out in this Job Description in accordance with the needs of the business.
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