Key Responsibilities People Related Tasks Act as the first ‘port of call’ with any queries on all product transfer, product transfer plus and product switch mortgage applications. Provide timely, accurate and appropriate responses to telephone calls/enquiries and any other correspondence Liaise with other departments within the business throughout the journey of the application Liaise with Mortgage Brokers, updating them on the progress of specific cases and seeking to resolve any queries that arise. Daily Operations Increase the product transfer pipeline by speaking with existing customers and providing reminders when their products are coming to an end Inputs, updates, and maintains data in both internal and external systems accurately reflecting the current stage of each case Manage own applications and deal 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. KEY SKILLS/COMPETENCIES Adaptability & Flexibility · Coping with changing circumstances and acting in a manner that facilitates the change process · Redirects efforts proactively applying an understanding of the reasons to support colleagues · Recognises the need for change and makes recommendations accordingly Co-Operation and Teamwork Participates as a team member, creating effective and professional working relationships with colleagues Co-operates openly and honestly with colleagues and participates in team activities, sharing experiences and ideas Assists other teams when necessary Knowledge of Process Full understanding of required processes and prescribed practices Interprets procedures to ensure excellent customer service Makes suggestions for process improvements Communication Communicating facts and concepts so they can be easily interpreted and understood by others Balances amount and level of information, conveys key issues in the appropriate order to give an overall picture Communicates in plain English, speaking clearly and fluently and using correct grammar in all written work Listens to instructions and passes on information as directed BENEFITS Industry leading AXA backed Private Health Care with no excess. Generous Pension contributions of 4%. 25 days holiday plus bank holidays. Death in service. Social events (should you wish to be sociable). Dress down Fridays once a month. Supported Training and a CPD track. Free Parking. Black Tie Christmas party and Summer Teambuilding events. Yearly salary review. Generous bonus scheme.