Broker Customer Service

Role Overview

• Assist brokers with application queries, provide updates on live deals, explain Funding Circle’s product offerings to drive customer satisfaction.
• Manage inbound inquiries from both brokers and borrowers via telephone and email to provide timely and effective support.
• Proactively request information and documentation from brokers to ensure applications progress smoothly through the funnel.
• Maintain the Salesforce CRM with accurate, up-to-date information to support business reporting and move deals from application to offer.
• Cultivate strong professional relationships with external introducers and internal departments to enhance the Broker Sales Channel.

Requirements

• Adaptable with a desire to grow alongside a new team and evolving department.
• A success-oriented mindset with the drive to excel both independently and as a collaborative team member.
• Performance-focused and KPI-driven, with the ability to maintain high standards while working under pressure.
• Committed to transparent communication, delivering both positive and difficult news to customers with integrity.
• Proactive in providing feedback on products and customer sentiment to drive continuous improvement.
• You’re able to proactively identify ways to use Generative AI to streamline your daily tasks and improve your personal productivity.
• Confident using approved AI tools safely and effectively to enhance your output and find a better way of working.

Benefits

• Flexibility: We provide a benefit allowance you can tailor to your own life and family.
• Health: This includes private medical and dental, health assessments, and access to a digital GP.
• Wealth: We offer life assurance, share schemes, and financial coaching.
• Development: You get a dedicated annual learning allowance to help you level up.
• Lifestyle: We have electric car and cycle-to-work schemes, plus season ticket loans.
• Award-winning parental leave policies.