Are you currently working in Financial Services? Are you organised, with a keen attention for detail and can prioritise and work to strict deadlines? Are you a confident communicator with an excellent telephone manner? Are you able to work in a friendly manner with a strong emphasis on customer services and empathy?
Work for our industry award winning company and build on your existing career.
Customer Account Team Manager
Thorpe Park, Leeds
Hours of work
37.5 per week (hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role)
To support the Customer Account Managers in the management and maintenance of all post completion Lifetime Mortgages.
Providing the highest level of customer service and ensuring all queries are actioned within agreed service levels.
Answer and manage Customer Account Inbound Calls
Assess and process applications for pre-agreed further lending
Follow processes to ensure the property is occupied as part of our mortgage terms and conditions
Data Input, including credit searches, flood maps, instructing valuers and solicitors and land registry checks
Distribution of Mortgage offers for further lending and moving home
Manage Lifetime Mortgage Annual statements
Ensure all lifetime mortgages have adequate Buildings Insurance in place to comply with company guidelines
Request and log receipt of Death certificates accurately
To keep up to date with product and lending criteria to ensure brokers are given correct information at all times
General administration duties including dealing with inbound and outbound post and file scanning
Comply with FCA regulations
To comply with company standards and policies, e.g. Data Protection, Financial Crime, Treating Customers Fairly, Complaints Procedure etc.
Other ad hoc administrative duties as required
To take responsibility for ad hoc projects requested by the Customer Service Team Manager
A presentable and highly organised individual with a keen attention to detail and a methodical approach to their work.
Must have the ability to prioritise and work to strict deadlines. An approachable, customer service focused individual who has good technical ability, shows excellent attention to detail and a proven ability to work using own initiative.
The individual should be a team player with excellent customer focus and an effective communicator. They should also be able to handle
Skills & Experience
Proven experience of working in Mortgage Administration
Excellent customer service and telephone manner
Excellent Empathy skills and caring compassionate nature
Excellent administrative Skills
Good Technical Ability
Experience of dealing with post completion Mortgage Accounts
Experience in Equity Release
Grade C or higher in Maths & English GCSE or equivalent
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