Customer Success Executive

4 weeks ago


Cape Town, South Africa The Legends Agency Full time

About the job Customer Success Executive Customer Success Executive(UK Hours) R20k - R30k/month 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 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 Competitive Salary (Based on experience) #J-18808-Ljbffr



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