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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 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 queries.
  • Provide prompt and accurate responses to customer inquiries.
  • 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.
  • Ensure a thorough understanding of internal processes and suggest improvements.
  • Communicate clearly and concisely, ensuring all information is easy to understand and follow.
What We Offer
  • 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.