Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that reviews. Checking of all deal packs and will applications to ensure that they are completed correctly
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that reviews. Checking of all deal packs and will applications to ensure that they are completed correctly
client the procedure taken to process their application 3. Apply the correct credit criteria when assessing referrals from client F. Applications capture and file construction 1. Application completed and captured
client the procedure taken to process their application 3. Apply the correct credit criteria when assessing referrals from client F. Applications capture and file construction 1. Application completed and captured