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Product Transfer Specialist

2 months ago


Kings Hill, Kent, United Kingdom Talent Guardian Full time

About the Role:

Talent Guardian is seeking a dedicated and customer-focused Product Transfer Specialist to join our dynamic team. As a Product Transfer Specialist, you will be responsible for providing exceptional customer service and ensuring a seamless application journey for our clients.

Key Responsibilities:

  • Act as the primary point of contact for product transfer and mortgage application queries, providing prompt and accurate responses to ensure customer satisfaction.
  • Collaborate with internal departments to ensure a smooth application process, from submission to completion.
  • Proactively increase the product transfer pipeline by contacting customers whose products are nearing expiration, and work closely with valuers to arrange valuations and chase outstanding documentation.
  • Manage individual applications, maintaining and updating data in internal and external systems to reflect current application stages.
  • Perform final checks before completing the application, ensuring accuracy and attention to detail.
  • Adapt quickly to changing situations and support colleagues through the process, working effectively in a team to achieve goals.
  • Communicate clearly and concisely, ensuring all information is easy to understand and follow.

Benefits:

  • 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.