Customer Operations Executive

Overview

Responsibilities

  • In the Borrower Service team you will assist and help the borrower complete their loan application through to offer and will be working on one of our new products
  • This role is to provide customer support to SME business owners during their application process
  • As a Customer operations Executive supporting the Sales and Operations Channels, you embody one of our most important selling points: delivering customer value that drives customer satisfaction
  • Dealing with inbound enquiries, via telephone or email answering borrower questions/queries
  • Nudge outreach to pre-qualified leads, helping borrowers complete their application
  • Request information from SME owners either by email or telephone
  • Update the Salesforce CRM system with all relevant information so that loan applications can move through our funnel from application to offer
  • Develop strong working relationships with direct sales teams
  • Support the Direct business reporting by keeping information accurate and updated
  • Proactively problem solving, identifying and confidently mitigating any risks, issues or control weaknesses that arise in your day-to-day

Requirements:

  • Driven to succeed both individually and as part of a team
  • Dynamic and KPI driven with the ability to work well under pressure
  • Natural proficient at multitasking with strong time management skills
  • A transparent communication with the customer - both good and bad
  • Adaptable and ready to provide feedback on products and how customers are feeling to help aid future improvements

Benefits:

  • Annual learning budget
  • Private Health insurance covering pre-existing conditions
  • 5% Matched Pension
  • 25 days holiday (excl. bank holidays)
  • Access to Wellhub (formally Gym Pass)
  • Dental Insurance
  • Just Eat for Business 2 days when in the office
Funding Circle
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