Product Transfer Specialist
4 days ago
About the Role:
Talent Guardian is seeking a dedicated Product Transfer Specialist to join their dynamic team. This role is perfect for someone with a passion for customer service and mortgage processes, who thrives in a fast-paced, team-oriented environment.
Key Responsibilities:
- Act as the main point of contact for product transfer and mortgage application inquiries.
- Provide prompt and accurate responses to customer queries.
- 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.
Requirements:
- Excellent customer service skills.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment.
- Proven experience in mortgage processes.
- Ability to work effectively in a team.
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