Customer Success Executive

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

Compensation & Benefits:

• Competitive Salary (Based on experience)
• Performance-Based Commissions