Trainee Loan Operations & Admin Specialist

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

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.