Product Transfer Specialist
4 days ago
- Great Benefits
- £25,500 salary
- Progression within.
- Act as the main point of contact for product transfer and mortgage application queries.
- Provide prompt and accurate responses to phone calls, emails, and other correspondence.
- Collaborate with internal departments to ensure a seamless application journey.
- Keep Mortgage Brokers updated on the progress of specific cases and resolve any queries.
- Proactively increase the product transfer pipeline by contacting customers whose products are nearing expiration.
- Manage individual applications, from submission to completion.
- Maintain and update data in both internal and external systems to reflect current application stages.
- Chase outstanding documentation and arrange valuations, working closely with valuers.
- Perform final checks before completing the application.
- Adapt quickly to changing situations and support colleagues through the process.
- Work effectively in a team, sharing ideas and collaborating to achieve goals.
- Ensure a thorough understanding of internal processes and suggest improvements.
- Communicate clearly and concisely, ensuring all information is easy to understand and follow.
- AXA-backed Private Health Care with no excess.
- Generous 4% Pension contributions.
- 25 days holiday plus bank holidays.
- Death in service benefit.
- Social events, including a Black Tie Christmas party and Summer Team-building events.
- Monthly dress-down Fridays.
- Supported training and continuous professional development (CPD).
- Free parking.
- Annual salary review and a generous bonus scheme.
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