Client Services Manager ZR460JOB

This is a remote position.

• Collect and manage essential client documents such as bank statements payslips and identification.
  
• Ensure accurate filing and secure storage of client documents.
  
• Demonstrate the ability to analyze documents beyond basic filing including assessing financial and identification documents for completeness and accuracy.
  

• Order and review property valuations ensuring they meet all necessary criteria.
  
• Conduct and analyze credit checks to evaluate the creditworthiness of clients.
  
• Provide detailed reports and insights based on valuation and credit check findings.
  

• Act as a primary point of contact for clients addressing queries and providing updates on the status of their documentation and applications.
  
• Assist clients with the preparation and submission of required documents ensuring all necessary information is collected and processed in a timely manner.
  

• Efficiently load AOL data into the system and ensure accurate entry and processing
  
• Verify and crosscheck AOL information to ensure consistency and correctness.
  

• Apply for pricing with lenders gathering and providing necessary documentation and information.
  
• Stay informed about current lending rates and pricing structures to provide accurate and uptodate information to clients.
  

• Identify areas for process improvement in documentation management and client service
  
• Implement best practices and streamline workflows to enhance efficiency and client satisfaction.
  

Requirements

Benefits