Mortgage Servicing Customer Account Specialist

3 months ago


Leeds, United Kingdom Pure Retirement Full time

**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, self-motivated and positive approach to work
- A high degree of professional integrity

**Skills & Experience**:
**Mandatory**:

- Financial Services administration/mortgage processing experience
- Excellent customer service and telephone manner
- Excellent administrative skills
- IT Literate
- Excellent attention to detail
- Caring and compassionate nature
- Empathy skills

**Desirable**:

- CeMAP
- CeRER
- Experience in dealing with post completion Mortgages
- Proven

**Qualifications**:
**Mandatory**:

- GCSE (or equivalent) Maths and English grade C or above

**Desirable**:

- Financial Service Qualifications



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