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 timelinessOversees 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 requiredMonitor client satisfaction, collaborate with other business units to re...