Product Transfer Specialist
Kind Consultancy is working with a growing alternative lender who are currently seeking a Product Transfer Specialist to join their team in a full-time, permanent role with a hybrid work model based in their Kent offices, paying up to £25,500 with an excellent benefits package.
Focussing on customers who are changing products, the Product Transfer Specialist will:
- Increasing the product transfer pipeline by speaking with existing customers and providing reminders when their products are coming to an end
- Inputting, maintaining and updating data in both internal and external systems to accurately reflecting the current stage of each case
- Managing own applications and dealing with any relevant tasks
- Obtaining updates on the mortgage applications to ensure that they are progressing smoothly from submission to completion
- Dealing with phone calls both incoming and outgoing
- Chasing outstanding documentation, reports and information to progress an application
- Arranging valuations and liaising with valuers to arrange valuations
- Actioning and reviewing the final checks prior to completion of the application
- Acting as the first ‘port of call’ with any queries on all product transfer, product transfer plus and product switch mortgage applications.
- Providing timely, accurate and appropriate responses to telephone calls/enquiries and any other correspondence
- Liaising with other departments within the business throughout the journey of the application
- Communicating with Mortgage Brokers, updating them on the progress of specific cases and seeking to resolve any queries that arise.
Our ideal candidate for the Product Transfer Specialist opportunity:
- Has a good understanding of Mortgage processes and practices
- Has a track record of delivering excellent Customer Service
- Is an excellent communicator in writing and speech, able to translate issues and information for a variety of audiences
- Is a team-player, creating effective and professional working relationships with colleagues
- Has a pro-active approach to work, recognising and acting on opportunities for improvement
If you’re interested in the Product Transfer Specialist, have the necessary skills and experience, and are based in or can commute to Kent, please apply with an updated CV today.