Grow with UTB

A new job opportunity with United Trust Bank.

Internal Sales Assistant | Bridging Finance

Are you ready to join a dynamic team where collaboration thrives, career paths are clearly defined, and your work creates a positive impact? Look no further! We are a leading specialist lending bank committed to fostering growth, innovation, and meaningful connections.

We have a new opportunity to work in our Bridging Finance team providing administrative support to the Internal Sales team and assisting in delivering excellent service across the Bridging department and to our brokers and customers.

Job Reference: BR053-24
Department: Bridging Finance
Reporting to: Senior Internal Sales Manager 
Location: London 
Work pattern: Hybrid

Job description

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This is a hybrid role working 3 days in the office (City of London location) and 2 days working from home. 

Role purpose: 

To provide administrative support to the Internal Sales team and assist in delivering excellent service across the Bridging department and to our brokers and customers.

Responsibilities:

  • Proactive in following up indicative terms and DIPs (Decision in Principle) with our brokers/customers
  • To accurately and correctly input customer information on to the Bridging Portal
  • To record accurate and concise reasons why a case does not proceed
  • To obtain valuation quotes, including seeking alternative/best quotes
  • To review Asset Manager availability and coverage, as required
  • To assist the Internal Sales Managers, to include review of the Underwriter’s ‘Work in Progress’ (case pipeline) and availability prior to allocation of new DIP proposals
  • To assist with structuring of indicative terms and DIP proposals under supervision
  • To ensure all new applications passed to the Underwriting Team have been correctly assessed and authorised
  • To support the non-Fast Track Internal Sales Team with enquiries / DIPs and assist with accurate input of Heavy Refurb Loan enquiries as and when business levels dictate
  • Adhere to internal Bridging policy and regulatory requirements – FCA, PRA, Money Laundering, Prevention of Financial Crime, Data Protection etc.
  • Undertake project and ad-hoc pieces of work at management request

Skills and Experience sought:

  • Knowledge of/interest in the UK property market
  • 1+ years administration experience with knowledge of Excel, Word and Outlook

About UTB

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UTB is a dynamic and expanding specialist bank that provides solutions to our customers and brokers, which help them achieve their ambitions. Recognised as being one of the most dependable and well-respected Specialist Banks in the UK, we were delighted to see our balance sheet exceed the £2bn mark in 2022.

Exceptional customer service and the ability to provide rewarding deposits accounts and flexible lending solutions have helped us to develop productive and enduring relationships with our customers. We understand that their success is our success and that the quality of our people and teams, is key to delivering special outcomes for them.

We also understand that the performance of our people is directly linked to the culture in which they work. There is a strong sense of community at UTB and as well as promoting a clear set of internal values, and providing a wealth of facilities for training, personal development, and team building, we run a busy and varied calendar of engagement and social activity. Typical recent examples include: Pizza Lunch Days and Coffee Catch-ups; London Marathon and Sahara Challenge Sponsorships; Success Sharing and Value Awards; and Awesome Autumn social events ranging from Theatre Trips, Cocktail Mixology, and Cookery Classes, to Go-karting, Mini Golf and Clay pigeon shooting.

Employee benefits

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  • Competitive salary and bonus package
  • 26 Days Holiday
  • 2 Wellbeing Days
  • Contributory Pension
  • Life Insurance / Income Protection / Critical Illness cover
  • Private Medical Insurance
  • Season Ticket Loans
  • Excellent career development opportunities and where appropriate sponsorship of a relevant qualification

Apply Now

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Thank you for your interest in our current vacancy. Please click the link below to complete your online application.

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