No more applications are being accepted for this job

Mortgage Servicing Customer Account Specialist - Leeds, United Kingdom - Pure Retirement

Pure Retirement

Verified Company

Leeds, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Location:

Thorpe Park Leeds, LS15

Benefits:

25 days holiday with the option to buy or sell up to 5 days holiday per year
Birthday off
Monthly bonus scheme
Cash healthcare plan
Auto enrolment pension scheme
Learning & Development programme
Life assurance
Flexible working options
Volunteering days
Bike to work scheme
Gym discounts

Hours of work:

37.5 hours 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).

The Role:

Overview:

To support the Customer Account Managers in the management and maintenance of all lifetime mortgages post completion.

This role is ideal for a driven individual who is looking to progress their career in the financial sector.

Key Outputs:

Data Input, including credit searches, flood maps, instructing valuers and solicitors and land registry checks
Answer and manage customer account inbound calls
Manage complex customer accounts post completion to ensure the property is occupied as part of our mortgage terms and conditions, including instructing external field agents to visit the property
Request and log receipt of death certificates accurately
Assessing if further lending is available (plan reviews)
Checking customer signed off acceptances for further borrowing
Outbound chase calls to manage customer accounts post completion to ensure the property is occupied as part of our mortgage terms and conditions
Manage all lifetime mortgage annual statements
Comply with FCA regulations
Manual solicitor and valuation instructions for further borrowing
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 Team Manager

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

The Person:

Overview:

A presentable and highly organised individual with a keen attention to detail and a methodical approach to their work
An effective communicator, able to deal with colleagues, brokers, surveyors and solicitors in a professional manner which is confident, open and honest
Must have the ability to prioritise and work to strict deadlines
Approachable, organised individual with a proven ability to work using own initiative and take responsibility for their work in the absence of the Administration Manager
Proactive, selfmotivated and positive approach to work
A high degree of professional integrity

Skills & Experience:

Mandatory: