Strong written and verbal communication skills, including experience speaking with solicitors at large law firms.
Excellent organizational skills, attention to detail, and ability to multitask with a large caseload under pressure.
2+ years of experience in complex lending, financial services, or legal sector, with exposure to probate/family law lending; adaptable to change.
Ability to thrive in a busy, fast-paced environment; partnerships experience a bonus, litigation experience helpful but not required.
Requirements:
Handling lending enquiries and applications from prospective borrowers and solicitors, providing accurate information and guidance.
Following up on leads and maintaining proactive communication to maximise conversion rates.
Managing the collation of applications and supporting documentation to convert enquiries into completed applications for underwriting.
Guiding customers through the application process and ensuring a smooth transition to underwriting.
Job description
Customer Success Executive (UK Hours)
R20k - R30k/month
Hybrid (Cape Town, Foreshore)
Key Responsibilities:
Handling lending enquiries and applications from prospective borrowers and/or solicitors, providing accurate information and guidance.
Following up on leads and maintaining proactive communication to maximise conversion rates.
Liaising with customers and solicitors / professional firms to chase outstanding documents and progress applications.
Managing the collation of applications and supporting documentation to convert enquiries into completed applications for review by the underwriting team.
Handling a large quantity of enquiries / applications at different stages, maintaining accurate records and providing regular updates on application status to all parties
Guiding customers through the application process and ensure a smooth transition to underwriting
Updating senior members of the team on a regular basis on the status of applications across a large number of cases in the application workflow.
Keeping borrowers and solicitors updated about the status of applications
Preparing loan documentation
Collating executed documentation
Qualifications & Experience:
Strong communication with excellent written and verbal communication skills, including the ability to speak to solicitors at large law firms
Excellent organisational skills and attention to detail
Ability to communicate appropriately with potentially vulnerable clients
Ability to communicate/ manage rejecting cases to both clients and solicitors directly
Ability to multitask and prioritise effectively
Ability to manage a large number of cases
Ability to work under pressure and handle variable workloads
Ability to become a subject matter expert in probate & family law lending
A can-do attitude and someone who thrives in a busy and fast paced environment
Ideally 2 years+ experience, ideally within complex lending, financial services or the legal sector
Experience in partnerships a bonus. Experience in litigation is helpful, but not a prerequisite
Adaptable to change and being able to pivot in a fast-moving environment
