Job Description
About this Role:
The purpose of the Primary Servicing Agent CRE is to provide primary servicing facilities in line with client Service Level Agreements (SLA's). They will action all requests by the CRE Relationship Management team within agreed turnaround times including providing operational support to the CRE Team for the implementation of approved restructures and producing Management Information for the CRE team and clients as requested. The Primary Servicing Agent will conduct all tasks in line with all controlled policies, procedures and legislative requirements while providing exceptional customer service and minimising risk.
Location: Shannon
Key Responsibilities
Operational Portfolio Management
- Implement all daily account actions/instructions as requested by the CRE Relationship
Management Team accurately and within agreed timeframes as per internal SLA's.
- Provide operational support to the CRE Relationship Management Team for the
implementation of approved restructures, ensuring the system is accurately up-dated and all tasks/follow-ups are completed
Analysis and Reporting
- Complete all ad-hoc, daily/ weekly/monthly reporting requests accurately and within the
requested timeframe
Credit management
- Ensure all accounts are actioned in line with SLA and monitor account performance and
contact borrowers as required following up scheduled repayments etc.
- Ensure all correspondence is issued and recorded without error and within set time frame
Customer Service
- Provide an efficient service to both internal Clients and Borrowers ensuring that quality
standards and customer service levels are maintained at an appropriately high level while
achieving targets in terms of efficiency and volume
Relationship Management
- Maintain positive working relationships with CRE team, Clients, borrowers and or/their
representatives to maximise portfolio performance
Compliance through Risk Management
- Conduct all tasks in a manner compliant with all policies, procedures and legislative
requirements
Skills & Experience:
- Successful completion of Leaving Certificate or equivalent
- Operations Experience in a Financial Services Environment
- Third level business degree or similar qualification (desirable)
- APA or Qualified Financial Advisor (desirable)
- Knowledge of relevant lending legislation and industry requirements (desirable)
About this Role:
The purpose of the Primary Servicing Agent CRE is to provide primary servicing facilities in line with client Service Level Agreements (SLA's). They will action all requests by the CRE Relationship Management team within agreed turnaround times including providing operational support to the CRE Team for the implementation of approved restructures and producing Management Information for the CRE team and clients as requested. The Primary Servicing Agent will conduct all tasks in line with all controlled policies, procedures and legislative requirements while providing exceptional customer service and minimising risk.
Location: Shannon
Key Responsibilities
Operational Portfolio Management
- Implement all daily account actions/instructions as requested by the CRE Relationship
Management Team accurately and within agreed timeframes as per internal SLA's.
- Provide operational support to the CRE Relationship Management Team for the
implementation of approved restructures, ensuring the system is accurately up-dated and all tasks/follow-ups are completed
Analysis and Reporting
- Complete all ad-hoc, daily/ weekly/monthly reporting requests accurately and within the
requested timeframe
Credit management
- Ensure all accounts are actioned in line with SLA and monitor account performance and
contact borrowers as required following up scheduled repayments etc.
- Ensure all correspondence is issued and recorded without error and within set time frame
Customer Service
- Provide an efficient service to both internal Clients and Borrowers ensuring that quality
standards and customer service levels are maintained at an appropriately high level while
achieving targets in terms of efficiency and volume
Relationship Management
- Maintain positive working relationships with CRE team, Clients, borrowers and or/their
representatives to maximise portfolio performance
Compliance through Risk Management
- Conduct all tasks in a manner compliant with all policies, procedures and legislative
requirements
Skills & Experience:
- Successful completion of Leaving Certificate or equivalent
- Operations Experience in a Financial Services Environment
- Third level business degree or similar qualification (desirable)
- APA or Qualified Financial Advisor (desirable)
- Knowledge of relevant lending legislation and industry requirements (desirable)
Benefits Include:
- Bonus available
- Pension from Day One
- Healthcare from Day One
- 20 days holidays plus 3 company days
- Free parking on site
- Weekends off
- Hybrid Available
- Permanent contract
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.