Job Description

The core parts of your role would be to:

  • Evaluates and interprets data from both quantitative and qualitative perspectives, generated by internal CRM platforms, to identify and create the necessary reports that align with team and business group objectives.

  • Co-ordinates with trust officer to ensures the administration of assigned files are carried out in accordance with understood service guidelines, parameters and posted service standards for accuracy and timeliness

  • Oversees the new business process, including reviewing documents and ensuring the accuracy of key clauses 

  • Identifies and recommends best practices to services teams on key data metrics within our CRMs to ensure efficient and accurate input of data 

  • Develop and produce quarterly and annual reporting for internal leadership and external centers of influence as required

  • Monitor client satisfaction, collaborate with other business units to re...

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