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Telephone Business Development Executive

Kind Consultancy is working with a specialist lender which is currently seeking a Telephone Business Development Executive to join them in a full-time, permanent role in their Hertfordshire office, paying up to £35,000 with an annual OTE circa £50,000.

The Telephone Business Development Executive will be support a field based BDM and TBDM to hit Buy to Let and Bridging targets through proactive telephone contact with intermediaries within your allocated region, with key responsibilities including:

  • Creating, managing and developing relationships with introducers to achieve new business targets.
  • Building knowledge of the organisation’s BTL and Bridging products, criteria, process and USPs and maintaining your understanding of the products to be able to assess enquiries, produce terms and progress these into applications within SLA’s.
  • Working alongside the regional field BDM and TBDM to maintain relationships with intermediaries within the region in order to maximise sales opportunities.
  • Speaking to introducers and handling new business enquiries.
  • Ensuring that the CRM system is kept up to date, accurately recording all discussions and activities.
  • Ensure that all intermediaries are updated about new products and features.
  • Developing and maintaining knowledge of competitors and their products and criteria, and of the wider market
  • Proactivity calling new/existing/lapsed intermediaries to engage them with BTL & Bridging products
  • Following up on terms issued (bridging) and deals agreed (BTL) within SLA in order to progress them into applications, handling objections in order to win the deal
  • Making introductions to new firms registering via broker support, ensure they are aware of key contacts for enquiries/support in that region
  • Keeping intermediaries informed on changes to our BTL & Bridging products, including but not limited to criteria, pricing, processes via telephone or email
  • Assessing enquiries via telephone and email and identify sales opportunities, referring to relevant stakeholders in order to produce terms/quotes

Our ideal candidate for the Telephone Business Development Executive opportunity:

  • Has past experience of working for a Specialist Lender within Financial Services, preferably with Buy-to-Let and/or Bridging exposure
  • Has past experience of Sales work
  • Has excellent communication skills including a highly professional telephone manner
  • Is analytically minded, and able to present complex information in a clear, interesting way for a variety of audiences
  • Is highly organised with strong admin skills
  • Is a team-player with a track-record of building strong working relationships

If you’re interested in the Telephone Business Development Executive opportunity, you have the necessary skills, knowledge and experience, and you’re based in or can commute to Hertfordshire, please apply with an up to date CV today.

Senior Credit Underwriter

Kind Consultancy is working with a well-established Retail Financial Services business which is currently seeking a Senior Credit Underwriter to join them in a full-time, permanent role, paying up to £70,000 with a hybrid work model based out of their offices in the East Midlands.

The Senior Credit Underwriter will assess the credit and risk profiles of customers within the Pensions, Professions and Real Estate markets, with key responsibilities including:

  • Conducting analysis and recommending sanctions, determining the acceptability of proposals and providing recommendations or alternative solutions where appropriate that satisfy customer needs and meets business objectives.
  • Conducting independent assessments of each case and preparing the relevant documents for an informed decision to be made.
  • Ensuring the main influencing factors and sanctioning analysis are all accurately recorded when reaching proposal recommendations and decisions.
  • Facilitating business development efforts through a proactive approach to credit proposals, ensuring opportunities are maximised.
  • Ensuring that facilities have had the correct legal documents issued, that they are executed correctly and that all legal formalities including, where appropriate, the giving of independent legal advice, have been effectively completed.
  • Undertaking line management as agreed with the Director of Credit, including supervising the day-to-day activities of assigned team members so that their individual and collective performance meets the required standards, contributing to their development and providing ongoing support as required.
  • Communicating relevant information to team members, senior management and other interested parties ensuring essential features of the situation are understood, enabling informed decisions to be taken where appropriate.
  • Proactively reviewing credit processes and recommending changes that will deliver enhanced operational efficiency.

Our ideal candidate for the Senior Credit Underwriter opportunity:

  • Has significant previous experience as a Credit Underwriter
  • Has excellent analytical and problem-solving skills
  • Has knowledge of the relevant rules under the Financial Services Acts
  • Demonstrates a wide knowledge of the commercial environment and sector specialism including pensions, real estate lending and the SME market, and an understanding of financial management and wider management principles and techniques
  • Possesses a good level of financial and commercial awareness
  • Has a good understanding of Conduct Risk and Treating Customers Fairly requirements relevant to credit operations.
  • Is able to interpret and implement relevant guidance, ensuring compliance and due regard is paid to the interests of customers and customers are treated fairly.
  • Is highly organised and demonstrates excellent communication skills, in both writing and speech

If you’re interested in the Senior Credit Underwriter position, you have the necessary skills, knowledge and experience and you live in or can commute to the East Midlands, please apply with an updated CV today.

Loans Advisor

Kind Consultancy is working with a leading loans company which is seeking a Loans Advisor to join their South Yorkshire office in a full-time, permanent role paying up to £28,000 with an annual OTE of £40,000.

As a Loans Advisor, you will provide expert advice and bespoke solutions to clients, packaging loan applications through to completion while ensuring full regulatory compliance. You’ll be responsible for understanding clients’ needs, assessing their financial situation, and delivering exceptional customer service. Achieving monthly targets and maintaining up-to-date knowledge of loan products and industry trends will be crucial to your success in this role.

For the Loans Advisor role, we’re looking for candidates who:

  • Are passionate about developing a “can do” culture to optimise output, performance, and customer outcomes.
  • Demonstrates outstanding communication skills and strong organisation skills, with excellent time management and the ability to prioritise task in a fast-paced environment.
  • Have the confidence to effectively question and challenge lender requirements.
  • Holding CeMAP would be desirable but is not essential

If you have relevant experience, are based in South Yorkshire and are interested in the Loans Advisor position, please apply with an updated CV today.

Post-Offer Case Manager

Kind Consultancy is working with a property finance business which is currently seeking a Post-Offer Case Manager to join their Kent office in a full-time, permanent role paying up to £26,200 with a hybrid work model requiring 4 in-office days per week.

The Post-Offer Case Manager plays a pivotal role at account managing by processing a pipeline of mortgage applications from offer to completion, with key responsibilities including:

  • Acting as the first ‘port of call’ for queries on all mortgage applications between Offer stage and Completion.
  • Inputting, updating and maintaining data on the system, accurately reflecting the current stage of each case.
  • Dealing with legal queries and documentation relating to each application.
  • Managing the diary system to monitor applications and deal with any relevant tasks.
  • Obtaining updates on the mortgage applications to ensure that they are progressing smoothly from Offer to completion.
  • Ensuring that we are giving timely, accurate and appropriate responses to telephone calls/enquiries and any other correspondence.
  • Liaising with the Line Manager, escalating any specific problems for discussion and resolution, with Mortgage Brokers and Solicitors, updating them of the progress of specific cases and seeking to resolve any queries that arise, and with the underwriting and risk team, ensuring that mortgage requirements and conditions are complies with and updated.

Our ideal candidate for the Post-Offer Case Manager role:

  • Is proactive, with a can-do attitude and a track record of meeting deadlines with high quality work
  • Has strong interpersonal and communication skills
  • Is highly organised and able to manage their own workload
  • Has a positive Customer Service mindset and experience of Admin-focussed work
  • Having pre-existing knowledge of Mortgages and Financial Services would be beneficial but is not essential

If you’re interested in the Post-Offer Case Manager position and you have the skills, knowledge and experience we’re looking for, please apply with an updated CV today.

Mortgage Underwriter

Kind Consultancy is working with a well-established, long succesful Retail Financial Services organisation which is currently seeking a Mortgage Underwriter to join them in a full-time, permanent role with a hybrid work model based out of their Lancashire office, paying up to £35,000.

With a focus on providing an efficient, professional underwriting service to customers and intermediaries, key responsibilities of the Mortgage Underwriter will include:

  • Processing mortgage Decision in Principle (DIP) requests from intermediaries within SLA.
  • Processing mortgage applications on the organisation’s software system and completing all procedural administrative documentation efficiently liaising with the customer during the application process.
  • Maintaining accurate records and notes throughout all stages of the mortgage application.
  • Approving mortgage applications (direct and introduced) within specified limits in accordance with the Lending Policy.
  • Considering mortgage applications outside standard lending policy where a justifiable business reason exist.
  • Presenting out of criteria cases to the Credit Risk Committee with appropriate recommendations and rationale.
  • Maintaining professional business relationships with BDMs, mortgage introducers and external contacts, providing information and guidance when required.
  • Maintaining knowledge and complying with all legal responsibilities and codes of conduct to which the business must comply with i.e. Vulnerable Customers, AML, MCOB, DPA, FCA etc.
  • Meeting all requirements of the Training & Competence scheme.
  • Dealing with customer dissatisfaction and complaints as required.
  • Identifying opportunities for continuous improvement of products, policy, processes and procedures

Our ideal candidate for the Mortgage Underwriter opportunity:

  • Must hold 5 GCSEs at Grade C or above including Maths and English or equivalent.
  • Has excellent communication skills both written and verbal.
  • Is experienced in the use of Microsoft packages and is a confident user of Word and Excel.
  • Is able to independently manage multiple tasks
  • Demonstrates consistently strong attention to detail

If you’re interested in the Mortgage Underwriter opportunity and you have the skills, knowledge and qualifications we’re looking for, please apply with an updated CV today.

Mortgage Advisor

Kind Consultancy is working with a well-established, long succesful Retail Financial Services organisation which is currently seeking a Mortgage Advisor to join them in a full-time, permanent role in their Lancashire office, paying up to £35,000.

With a focus on providing an efficient, professional mortgage advice service to customers, key responsibilities of the Mortgage Advisor role will include:

  • Provide accurate mortgage advice to prospective mortgage customers face-to-face and/or over the telephone.
  • To support the delivery of the Society’s mortgage retention strategy, through proactive contact of customers in advance of their current scheme ending.
  • Process mortgage applications on the Society software system and complete all procedural administrative documentation efficiently liaising with the customer during the application process.
  • Maintain accurate records and notes throughout all stages of the mortgage application.
  • To approve mortgage applications within specified limits in accordance with Society Lending Policy.
  • To consider mortgage applications outside standard lending policy where a justifiable business reason exist.
  • To present out of criteria cases to Credit Risk Committee with appropriate recommendations and rationale.
  • To maintain professional business relationships with BDMs, mortgage introducers and external contacts, providing information and guidance when required.
  • To take ownership for maintaining up to date knowledge of regulatory matters and sharing with colleagues across the Mortgage Department.

Our ideal candidate for the Mortgage Advisor opportunity:

  • Must be CeMAP qualified
  • Must hold a minimum of 5 GCSEs at Grade C or above including Maths and English or equivalent.
  • Has excellent communication skills both written and verbal.
  • Has experience of Microsoft packages and is a confident user of Word & Excel.
  • Can independently manage multiple tasks
  • Demonstrates consistently strong attention to detail

If you have the necessary skills, qualifications and experience and you live in or can commute to Lancashire, please apply with an updated CV today.

Senior Mortgage Services Officer

Kind Consultancy is working with a well-established Retail Financial Services organisation which is currently seeking a Senior Mortgage Services Officer to join their team in the Bristol area for a permanent, hybrid role paying up to £35,000.

The Senior Mortgage Services Officer will focus on processing applications from offer to completion, while providing exemplary customer service, with key responsibilities including:

  • Ensuring daily tasks are performed by the Post Offer team within appropriate timescales, implementing a weekly rota
  • Processing all mortgage completions, ensuring effective and timely communication with Solicitors and direct customers, while meeting SLA’s.
  • Undertaking stage releases and retention releases,
  • Handling complaints within the required timescales
  • Actively managing arrears cases by way of written and verbal communication with the borrowers, agreeing forbearance where suitable and instructing litigation where necessary.
  • Identifying and monitoring vulnerable customers, maintaining records as appropriate.
  • Liaising with relevant members of the executive team in respect of longstanding and higher profile/value cases including meeting with the borrowers where beneficial.
  • Attending Credit Committee to present the arrears data
  • Enacting all aspects of account updates
  • Ensuring procuration fee payments are remitted accurately and swiftly.
  • Ensuring all the required documentation has been provided that confirms the organisation’s charge is in place.
  • Maintaining accurate records within core systems and the document repository.
  • Ensuring Packagers, Brokers and Direct Customers are provided with a high level of quality service and kept informed at every stage of the process.
  • Liaising with the sales teams to ensure a smooth customer journey.
  • Ensuring the pipeline is accurately maintained, and any applications to be cancelled are actioned promptly.

Our ideal candidate for the Senior Mortgage Services Officer opportunity:

  • Must hold a full CeMAP qualification. (Holding CeRER as well would be desirable)
  • Demonstrates a solid understanding of Financial Accounts.
  • Has strong analytical and numerical skills with the ability to collate and interpret multiple, sometimes complex, supporting documents.
  • Is confident in decision making including the ability to balance risk and reward.
  • Is able to produce written presentations
  • Can communicate and present information effectively to internal stakeholders including the CEO.
  • Displays excellent written and oral communication skills.

If you’re interested in the Senior Mortgage Services Officer, and you have the skills, knowledge and experience we’re looking for, please apply with an updated CV today.

BDM – Bridging Finance (North West)

Kind Consultancy is working with a fast-growing Commercial Finance lender which is currently seeking a Business Development Manager to focus on Bridging Finance across the North West of England, in a permanent field-based role paying £70,000 – £75,000 with a car allowance and 25% commission.

The Bridging Finance BDM will establish the organisation as the preferred lender for Commercial Bridging Finance across the region, with key responsibilities including:

  • Developing and managing relationships with a portfolio of bridging finance introducers in the North West, with responsibility for the day-to-day management of these relationships.
  • Managing the origination, structuring, and progression of bridging applications from Introducers and Borrowers, from initial inquiry to completion.
  • Attending industry events, conferences, and networking functions to promote the company’s brand and identify new opportunities for collaboration.
  • Writing credit papers in line with the organisation’s credit policy and appetite as well as working closely and collaboratively with various stakeholder teams to ensure smooth loan execution.
  • Complying with policies and adhering to operational procedures to maintain internal controls.
  • Delivering the territory Business Plan and making an active contribution to targeted team lending volumes.
  • Establishing and actively managing objectives and a personal development plan.

Our ideal candidate for the North West Bridging Finance BDM opportunity:

  • Is highly capable in business development with a track record of success in the property finance sector.
  • Has very strong knowledge of the bridging finance process, including underwriting, deal structuring, and compliance.
  • Already has a strong network within the North West of England, including brokers, property investors, and developers.
  • Is an excellent communicator, negotiator, and relationship-builder.
  • Is self-motivated and results-driven, with the ability to work independently and manage a regional territory.
  • Has previous experience with other property finance products such as commercial investment and development finance.
  • Is familiar with regulatory requirements and industry best practices.
  • Demonstrates strong sales and business development acumen.
  • Has strong analytical, problem-solving, interpersonal and negotiation skills.
  • Has knowledge of the valuation and legal processes.
  • Is proficient in using CRM software and Microsoft Office Suite.

If you’re interested in the BDM – Bridging Finance (North West) role and you have the necessary skills, knowledge and experience, please apply with an updated CV today.

BDM South West – Bridging Finance

Kind Consultancy is working with an already succesful and fast-growing bank, which is currently seeking a Business Development Manager to cover the South West of England, in a full-time, permanent role, paying £60,000 -£70,000 plus Car Allowance.

The South West BDM will focus on establishing the business as the preferred lender for commercial bridging finance in the South West of England, with key responsibilities including:

  • Developing and managing relationships with a portfolio of bridging finance introducers in the South West of England, with responsibility for the day-to-day management of these relationships.
  • Managing the origination, structuring, and progression of bridging applications from Introducers and Borrowers, from initial inquiry to completion.
  • Attending industry events, conferences, and networking functions to promote the company’s brand and identify new opportunities for collaboration.
  • Writing credit papers in line with the organisation’s credit policy and appetite as well as working closely and collaboratively with various stakeholder teams to ensure smooth loan execution.
  • Delivering territory Business Plan and making an active contribution to targeted team lending volumes.
  • Establishing and actively managing objectives and a personal development plan.

Our ideal candidate for the South West BDM opportunity:

  • Is highly capable in business development with a track record of success in the property finance sector.
  • Demonstrates in-depth knowledge of the bridging finance process, including underwriting, deal structuring, and compliance.
  • Has a strong pre-existing network within the South West of England, including brokers, property investors, and developers.
  • Is an excellent communicator, negotiator, and relationship-builder with excellent interpersonal and negotiation skills.
  • Is self-motivated and results-driven, with the ability to work independently and manage a regional territory.
  • Has experience with other property finance products such as commercial investment and development finance.
  • Is familiar with regulatory requirements and industry best practices.
  • Displays strong sales skills and business development acumen.
  • Has knowledge of the valuation and legal processes.
  • Is proficient in using CRM software and Microsoft Office Suite.

If you’re interested in the South West BDM role and you have the necessary knowledge, skills and network, please apply with an up to date CV today.

Financial Crime Officer

Kind Consultancy is working with an already succesful and rapidly growing alternative Financial Services firm which is currently seeking a Financial Crime Officer to join them in a permanent, full-time hybrid role based in their Birmingham office and paying £40,000 to £45,000 dependent on experience.

The Financial Crime Officer will focus on identifying, assessing, monitoring, and mitigating Financial Crime risks, with key responsibilities including:

  • Conducting quality assurance on the output of Financial Crime operations to detect suspicious activity.
  • Investigating alert outcomes relating to transaction monitoring, name screening, payment filtering and fraud detection.
  • Conducting quality assurance on customer risk assessments and associated due diligence reviews.
  • Ensuring all Line 1 financial crime output complies with regulatory requirements and internal processes.
  • Preparing and communicating detailed quality assurance reports, highlighting individual and thematic issues.
  • Conducting AML/CTF, Sanctions, Political Exposure, and Fraud Investigations in line with internal processes.
  • Supporting the drafting of internal suspicious activity reports (SARs) prior to escalation.
  • Maintaining accurate records of all investigations and reporting activities.
  • Providing advisory support to Customer Due Diligence and Ongoing Monitoring Teams.
  • Assisting in developing and updating Line 1 financial crime procedures and methodologies.
  • Ensuring regulatory and internal process changes are communicated effectively.
  • Assisting with the delivery of training on financial crime awareness and prevention.
  • Contributing to developing training materials to support ongoing education.

Our ideal candidate for the Financial Crime Officer opportunity:

  • Holds a professional certification such as CAMS (Certified Anti-Money Laundering Specialist) or ICA Diploma in Financial Crime Prevention
  • Must have at least 3 years of experience in a similar role within Financial Crime compliance
  • Possesses strong knowledge of regulations and industry best practices
  • Displays excellent analytical and investigative skills and consistently strong attention to detail.
  • Has effective communication skills, both written and verbal.
  • Works equally well independently and as part of a team.
  • Is proficient in using Financial Crime compliance monitoring software

If you’re interested in the Financial Crime Officer role, you have the skills, qualifications and experience we’re looking for and you’re based in or can commute to Birmingham, please apply with an updated CV today.

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A specialist recruitment and executive search firm specialising in interim and permanent Governance, Risk, Compliance, Complaints, Financial Crime and Change & Transformation roles across Financial Services

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