Job Description:

Job information Mortgage Customer Account Co-ordinator from the Company Pure Retirement, this latest Mortgage Customer Account Co-ordinator job vacancy is located in the city Leeds LS located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Mortgage field have been opened and published up to the specified time.

Job Responsibility:

Reports To

Customer Account Manager Team Manager

Location

Office based - Thorpe Park Leeds, LS15

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).

Benefits

• 25 days holiday with the option to buy or sell up to 5 days holiday per year
• Birthday off
• Bonus scheme
• Cash healthcare plan
• Auto enrolment pension scheme
• Learning & Development programme
• Life assurance
• Volunteering days
• Bike to work scheme
• Gym discounts

The Role

Overview

This role is within our well-established Customer Account Manager Team. The role will be integral in supporting the Customer Account Managers in the Management and Maintenance of all Lifetime Mortgages Post Completion to a high standard.

Key Outputs

• Package and complete full assessment checks on applications for further borrowing for all funders
• Package applications for customers wanting to port their mortgage to another property for all funders.
• Manage any Broker KFI requests
• Carry out Tenants in Common checks for further borrowing
• Manual plan reviews
• Manage further borrowing pipeline report ensuring all customer accounts are fully up to date
• Support the Customer Account Managers in maintaining and managing the Customer Account email Inboxes
• Manage emails in the CAM Co inbox.
• Process any incoming post that supports any further lending or Porting of current Mortgage (ID, Bank details, Insurance details)
• Uphold the core values of Pure Retirement.

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

This role is ideal for a driven individual who enjoys working as part of a well-structured team, enjoys working in a friendly, logical, and systematic manner but also enjoys a challenge of problem solving and working to a high degree of quality.

You will need to be tenacious and organised to ensure we have all details ready to offer accounts within our SLAs.

This Role is an ideal opportunity for someone who is looking to progress their career within the Servicing Department or within the wider business at Pure Retirement.

Skills & Experience

Mandatory

• Analytical and methodical thinking
• Excellent customer service skills
• Excellent administrative Skills
• Excellent empathy skills and caring compassionate nature
• Excellent organisation skills and ability to prioritise workload.
• Experience of working in mortgages/equity release/financial services

Desirable

• Previous experience in equity release
• Previous experience in similar support role
• Good knowledge of post completion underwriting and processes

Qualifications

Mandatory

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

Desirable

• CeMAP / CeRER

Keywords : Leeds jobs

Closed Date : 2025-02-19