Mortgage Customer Account Administrator

6 days ago


Leeds, United Kingdom CERES RECRUITMENT SOLUTIONS LIMITED Full time

This is a fantastic opportunity to join an award-winning financial services organisation based in Leeds. My client is seeking a Mortgage Customer Account Administrator to provide support in the management and maintenance of all post completion lifetime mortgages.The successful applicant will have worked in financial services, have excellent communication and keyboard skills.

This is a varied role, with the emphasis on providing first class service to the customers and brokers. This role is ideal for a driven individual who is looking to progress their career in the financial services.

Duties will include:
Answer and manage Customer Account Administrator inbound calls

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

General administration duties including dealing with inbound and outbound post, filing and scanning

Manage customer accounts post completion to ensure the property is occupied as part of our mortgage terms and conditions

Manage annual statements

Process and manage redemption statement requests

Ensure all lifetime mortgages have adequate buildings insurance in place to comply with company guidelines

Request and log receipt of death certificates accurately

Comply with FCA regulations

Other ad hoc administrative duties and projects as required

Skills and experience required:
Exeprience of working within Financial Services

Excellent customer service and telephone manner

Excellent administrative Skills

IT Literate

Excellent attention to detail

Caring and compassionate nature

Empathy Skills



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