Summary
Date Posted: Monday, February 20, 2023 , Base Salary: Not Disclosed

JOB DETAILS:
Funding Assistant
Department Lending
Reports to Operations Manager

Company Description
Evolution Money is a young, dynamic organisation and an established lender. We provide specialised homeowner secured loans. Shortlisted for MEN Business of the Year award 2019 and ranked in The Sunday Times Fast Track 100 twice.

Role Objective
To process all customer applications ensuring that all documentation is compliant and that affordability has been correctly assessed. Working at all times within Financial Conduct Authority (FCA) and Treating Customer Fairly (TCF) guidelines.

Key Responsibilities
• Consistently deliver high standards of customer service ensuring that the customer’s best interests are at the heart of all processes and decisions.
• To complete the BMO and funding process ensuring current lending criteria and policy guidelines are met on all cases.
• To ensure all cases are underwritten within agreed mandate levels, escalating / highlighting any exceptions
• Builds effective relationships with all departments to ensure cases are funded in a timely manner.
• To liaise with Finance to ensure customers’ expectations are met and monies are received within agreed timescales.
• To ensure Evolution Bankline is monitored daily and any returned payments are reallocated.
• Ensure all activities take place in accordance with our company value and customer charter, Data Protection guidelines, FCA and TCF principles and all other relevant regulatory requirements.
• Explores opportunities for self-development in order to achieve and maintain competent status.
• To undertake any other ad-hoc duties relevant to the post as and when required

Required skills and experience
• Strong team player with a positive attitude
• Strong organisational skills with the ability to prioritise daily workload whilst working accurately under pressure
• Excellent verbal and written communication skills and the ability to build effective working relationships with customers, brokers and third parties
• Up to date and working knowledge of all relevant legislation and regulation as stipulated by the FCA
• Good PC skills


Job Experience: No Requirements

Work Hours: 8

Level of Education: Bachelor Degree

Job application procedure
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