As a Bridging Loan Advisor at Aria youll be responsible for managing new enquiries underwrite new applications and packaging cases for lenders with care and precision.
Youll guide brokers and clients through the finance process ensuring applications are assessed quickly packaged accurately and progressed efficiently.
At the same time youll maintain strong relationships with intermediaries and clients offering expert advice and creating opportunities for repeat business while generating leads.
Key Accountabilities
New Enquiries
- Accurately record all details on our CRM system.
- Carry out fact finds with direct clients where regulated advice is required (if qualified).
- Complete sourcing for new enquiries and provide timely follow-up with brokers and clients.
- Review and issue terms ensuring all compliance documentation is included.
Case Management & Documentation
- Review applications offers valuations and supporting documents to ensure fully packaged files are submitted to lenders.
- Maintain accurate case notes and ensure system folders are organised and compliant.
- Keep lender criteria product guides and documentation up to date.
- Manage pipeline business ensuring cases move efficiently through to completion.
Communication & Relationships
- Handle inbound enquiries from brokers and clients providing expert advice and guidance on bridging loans.
- Liaise with lenders solicitors brokers and clients to keep cases progressing.
- Build and maintain strong relationships with introducers and clients helping to generate repeat business.
Systems & Processes
- Maintain accurate records across systems and support reporting where required.
- Contribute to process improvements and system developments.
Skills & Competencies - Clear and confident communicator with excellent telephone skills.
- Strong product and lender knowledge within bridging or specialist lending.
- Highly organised with the ability to manage deadlines and prioritise effectively.
- Competent in Microsoft Office and general administration.
Knowledge & Qualifications
- GCSE Maths and English (or equivalent) essential.
- CeMAP desirable for handling regulated mortgage contracts.
- Previous experience in bridging finance or specialist lending highly advantageous.
Personal Attributes
- Proactive and solutions-focused with a positive can-do mindset.
- Detail-oriented ensuring accuracy and precision when packaging cases.
- Resilient and adaptable comfortable working under pressure while delivering excellent service.
- A strong team player committed to collaboration and knowledge-sharing across the team.
- Self-motivated eager to learn and driven to succeed.
Why Join Us
At Aria were growing quickly and looking for talented people to join our journey. Youll receive the training tools and support you need to succeed with clear career development opportunities.
Alongside this we offer a competitive benefits package including private medical healthcare and paid volunteer days.
If youre ready to take the next step in your career and make an impact in specialised property finance apply today and grow with us!
As a Bridging Loan Advisor at Aria youll be responsible for managing new enquiries underwrite new applications and packaging cases for lenders with care and precision.Youll guide brokers and clients through the finance process ensuring applications are assessed quickly packaged accurately and progre...
As a Bridging Loan Advisor at Aria youll be responsible for managing new enquiries underwrite new applications and packaging cases for lenders with care and precision.
Youll guide brokers and clients through the finance process ensuring applications are assessed quickly packaged accurately and progressed efficiently.
At the same time youll maintain strong relationships with intermediaries and clients offering expert advice and creating opportunities for repeat business while generating leads.
Key Accountabilities
New Enquiries
- Accurately record all details on our CRM system.
- Carry out fact finds with direct clients where regulated advice is required (if qualified).
- Complete sourcing for new enquiries and provide timely follow-up with brokers and clients.
- Review and issue terms ensuring all compliance documentation is included.
Case Management & Documentation
- Review applications offers valuations and supporting documents to ensure fully packaged files are submitted to lenders.
- Maintain accurate case notes and ensure system folders are organised and compliant.
- Keep lender criteria product guides and documentation up to date.
- Manage pipeline business ensuring cases move efficiently through to completion.
Communication & Relationships
- Handle inbound enquiries from brokers and clients providing expert advice and guidance on bridging loans.
- Liaise with lenders solicitors brokers and clients to keep cases progressing.
- Build and maintain strong relationships with introducers and clients helping to generate repeat business.
Systems & Processes
- Maintain accurate records across systems and support reporting where required.
- Contribute to process improvements and system developments.
Skills & Competencies - Clear and confident communicator with excellent telephone skills.
- Strong product and lender knowledge within bridging or specialist lending.
- Highly organised with the ability to manage deadlines and prioritise effectively.
- Competent in Microsoft Office and general administration.
Knowledge & Qualifications
- GCSE Maths and English (or equivalent) essential.
- CeMAP desirable for handling regulated mortgage contracts.
- Previous experience in bridging finance or specialist lending highly advantageous.
Personal Attributes
- Proactive and solutions-focused with a positive can-do mindset.
- Detail-oriented ensuring accuracy and precision when packaging cases.
- Resilient and adaptable comfortable working under pressure while delivering excellent service.
- A strong team player committed to collaboration and knowledge-sharing across the team.
- Self-motivated eager to learn and driven to succeed.
Why Join Us
At Aria were growing quickly and looking for talented people to join our journey. Youll receive the training tools and support you need to succeed with clear career development opportunities.
Alongside this we offer a competitive benefits package including private medical healthcare and paid volunteer days.
If youre ready to take the next step in your career and make an impact in specialised property finance apply today and grow with us!
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