Team Assistant - Short-Term Lending

Key Accountabilities

• Making up of case files including basic online searches such as Land Registry, Credit Searches, Company searches, Rightmove searches
• Data input and management into systems
• Preparation of loan documentation
• Assisting case managers & portfolio managers with preparing credit papers
• Liaising with external parties, i.e. valuers, solicitors & monitoring surveyors
• Loan book servicing functions to include checking charge registration, along with managing redemption funds and security releases
• Assisting with the collection and analysis of sales data including the number of enquiries, terms issued, applications received, and facilities completed
• Answering incoming calls to the team, distributing calls and messages
• Management of filing systems involving scanning and archiving files

This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the department.

• Good telephone skills
• Ability to work as part of a team
• Good verbal communication skills
• Attention to detail

• A basic knowledge of Word, Excel and Outlook is required
• Experience in an administrative role is desirable
• Previous financial experience would be advantageous but not essential

• flexible
• articulate
• calm and self-assured
• well organised
• punctual