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Product Transfer Specialist
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Product Transfer Specialist
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Product Transfer Specialist
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Product Transfer Specialist
3 months ago
TeamJobs is excited to announce an opportunity for a highly motivated individual with exceptional customer service skills to join our client's Product Transfer team. The ideal candidate should be able to work in a fast-paced environment, meet important deadlines, and adapt their priorities to achieve excellent results.
This role includes elements of sales, customer service, and underwriting. If you are looking for a job that offers variety and continuous learning opportunities, we encourage you to apply.
Key Responsibilities
People Related Tasks:
Act as the first point of contact for queries related to product transfer, product transfer plus, and product switch mortgage applications.
Provide timely, accurate, and appropriate responses to telephone calls, enquiries, and other correspondence.
Coordinate with other departments within the business throughout the application journey.
Update Mortgage Brokers on the progress of specific cases and resolve any queries that arise.Daily Operations:
Increase the product transfer pipeline by discussing options with existing customers as their mortgage product nears expiration.
Accurately input, update, and maintain data in both internal and external systems, reflecting the current stage of each case.
Manage your own pipeline from FMA submission to completion, handling all relevant tasks and actions.
Provide regular updates on applications to ensure smooth progression from submission to completion.
Handle all forms of communication, both incoming and outgoing.
Chase outstanding documentation, reports, and information to advance applications.
Arrange valuations with third-party valuers.
Review and pre-approve valuations and documentation before full underwriting review.
Prepare and approve cases for sign-offs before fund release and completion.Benefits:
Industry-leading AXA backed Private Health Care with no excess.
Generous pension contributions of 4%.
25 days of holiday plus bank holidays.
Death in service insurance scheme.
Optional social events.
Dress down Fridays once a month.
Supported training and a CPD track.
Free parking.
Black tie Christmas party and summer team building events.
Annual salary review.
Generous bonus scheme.Company Values
Our client's values define who they are. They stem from their beliefs, behaviours, and how they work together for their customers.
Respect
Integrity
Resilience
ExcellenceThese values are essential to their identity, providing purpose and focus. They guide them in doing the right thing. If you share these values and believe you are a good fit for this role, we encourage you to apply.
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