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Client Relationship Executive

Job Description - Client Relationship Executive

About the job:
Signature Property Finance is a principal lender providing short term property finance to property developers,
landlords, limited companies and investors. You will join a busy team and initially work alongside our Relationship
Managers, supporting them to attend to our client’s requirements, focusing on providing high quality customer care
to ensure the process for our customers is as easy as possible.

Roles and responsibilities:
• Learning to understand, analyse and interpret key information such as credit searches, bank statements,
financial accounts, property valuations and business appraisals to assist in the lending decisions.
• Delivering high levels of accuracy and attention to detail in data input and all written communication produced.
• Helping to build and develop successful working relationships with external contacts such as brokers,
customers, surveyors and solicitors as well as internal teams such as administrators, credit risk and finance to
ensure all lending requirements are satisfied prior to release of funds.
• Assisting in the management of a large pipeline of cases through to completion, ensuring both company
service standards and the lending policy are complied with throughout.
• Ensuring that all regulatory requirements are adhered to throughout the process and in all contact with
customers, brokers and third parties.
• Dealing with all internal and external telephone & email enquiries efficiently and within company standards.
• Communicating information to relevant teams in a clear manner.
• Holding a good understanding of all the company’s policies, procedures and compliance guidelines, instilling
the principles in your daily practice to protect the company from any associated risks.
• Evaluating the accuracy and authenticity of each client’s details.
• Creating detailed records on each case via our case management system.
• Maintaining an up-to-date data knowledge of fraud prevention.

Skills and experience:
• Strong numeracy skills.
• Strong analytical skills and attention to detail.
• Self-motivated and ability to work independently.
• Effective communication: written and verbal.
• Demonstrate good time management when dealing with a high volume of pipeline cases.
• Deliver high levels of accuracy and attention to detail in data input and all written communication produced.
• Embrace a ‘Customer-focused’ approach at all times.
• Be a Brand Ambassador and embrace company values at all times.
• Collaborate with others.

Next steps:
If you are the person described above and you have the skills and experience we need, we’d love to
hear from you.
Please forward CV and any covering correspondence to [email protected].

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