Role responsibilities
Collaborate closely with the mortgage and secure loans advisors to process secured loan applications, including completing online affordability assessments, AIPs, and full submissions to a panel of lenders.
Conduct online identification and verification checks to meet regulatory standards.
Generate compliant documentation in line with current FCA and internal regulatory requirements.
Maintain detailed, accurate, and timely case notes and records for all stakeholders throughout the loan process.
Review secured loan offer documents to ensure all information is accurate and complete prior to client sign off.
Communicate with clients primarily via email, addressing any questions, concerns, or objections with professionalism and empathy.
Deliver consistently high levels of customer service through clear, friendly, and compliant interactions.
Support case progression by liaising with lenders, brokers and third party providers to ensure smooth transaction flow.
Benefits
Commitment from employers to continued learning & development
Access to Employee Assistance Programme including discounts and mental health and wellbeing support
Free, secure onsite parking
Dress down Fridays
About the position
Your Recruitment People are seeking an experienced secured loan processor to be a key member of their vibrant and fast growing team. Responsible for managing secured loan applications from initial processing to full submission, this role requires strong product knowledge with a focus on accuracy, compliance and customer service. The candidate will play an essential role in supporting the wider team and ensuring a smooth and efficient journey for clients. Proven experience in a similar position is essential.
