CM FINANCE Salary
MERRIMEN OAKLEY GREEN ROAD OAKLEY GREEN WINDSOR SL4 4PZ ENGLAND
TIN: 13751517
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Earnings on positions in CM FINANCE
CM FINANCE is looking for employees for positions:
administrator
Working hours
- part-time | Permanent
Responsibility
- creating and maintaining accurate accounts and folders for each client
- contacting customers by telephone, and email, where applicable to secure any additional information that is required
- taking and making calls, using our phone system from clients, lenders and solicitors
- maintain up-to-date knowledge of all relevant operational systems and policies and procedures
- ensure all communication is handled in an efficient and professional manner
- liaise with the Director to ensure a full exchange of any issues and or queries
- ensuring client accounts held on our crm system are in adherence with compliance, whilst making sure that file statuses are applied correctly
- follow all policies and procedures outlined by the director
Requirements
- excellent oral and written communication, listening, and problem-solving skills
- able to summarize and record notes in a clear and concise manner
- previous experience in a similar admin role is an asset but is not a requirement