Documentation Co-ordinator

DocumentationCo-ordinator
 
Lloyd Recruitment Services are delighted to be recruiting on behalf of a leading FTSE250 financial services organisation that seek a Documentation Co-ordinator to join their expanding team.
 
The main duties include managing a portfolio of prospects between initial facility approval through to commencement, ensuring the accurate drafting of legal documentation and the accurate set up of all new customer accounts as per departmental standard operating procedures
Keeping all relevant departments up to date on progress as appropriate.
 
The client is extremely well established and financially strong. A responsible and ethical employer, they offer a comprehensive benefits package alongside their competitive salaries, together with the real potential of longer term employment and career development. Benefits include pension contributions, life insurance, private medical insurance (Bupa), 25 days holiday (plus an extra day for Christmas shopping!), interest free season ticket loan, subsidised gym membership, cycle to work scheme plus lots more!
 
Key Responsibilities

• Timely delivery of Customer documentation within 24 hours of request.


• Working to zero error rates particularly in the area of client legal documentation and client account set up.


• Progress a prospect file, from signed proposal to the first pre-payment, as per standard operating procedures.


• Ensure the up to date position is recorded in the department workflow pipeline


• Provide checking assistance to other Securities Co-ordinators in respect of new prospect legal documentation drafted and client account set up as per departmental procedures.


• Draft additional legal documentation, including completion of all steps necessary to perfect any additional security in relation to all existing clients.


• Set up client accounts on the system in respect of disclosures and additional line requests


• Process transfers of existing facilities between lending platforms.


• Facilitate bank detail change requests


• Process new Loan applications for existing clients (including drafting documentation through to first payment)

 
Skills & Experience Required
Applicants must have proven administrative skills, a very keen eye for detail, be highly accurate, and possess the ability to multi-task and prioritise.
 
This is a fast paced, pressurised role, the ability to remain calm and focused as well as highly accurate is essential.
 
Previous experience gained within legal, financial services/insurance is preferred but not essential, as is any exposure to the drafting of legal documentation.
 
Applicants should be competent in the use of Word and Excel.
 
NB: Lloyd Recruitment Services would like to thank you for taking the time to apply to this vacancy. However, unfortunately due to a high number of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within seven days, please assume that you have not been shortlisted on this occasion. However please do join our Facebook community, to be the first to see our new positions.