Reports To Customer Account Property Team Manager Location Thorpe Park, Leeds LS15 Benefits 25 days holiday with the option to buy or sell up to 5 days holiday per year Birthday off Monthly bonus scheme Cash healthcare plan Auto enrolment pension scheme Learning & Development programme Life assurance Flexible working options Volunteering days Gym discounts 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). The Role Overview Responsible for managing and maintaining Equity Release customer accounts post completion, ensuring all customer queries are actioned within agreed service levels. To manage any cases that are in breach of Mortgage Terms & Conditions and ultimately bring the account back within agreed Terms. Be on hand to answer customer, third party and stakeholder queries post-completion. Key Outputs Deal with inbound and outbound customer account post-completion calls. Assess and manage Power of Attorney documents Identify and manage customer accounts that are in breach of Mortgage Terms & Conditions Maintaining internal reports that log all accounts which are in breach of Mortgage Terms & Conditions Responsible for updating customer accounts when notified of final death or applicants moving into long term care Processing death certificates Running mortality screening and updating accounts accordingly. Deal with incoming post Producing and sending redemptions statements to customers/third parties Producing redemption statements for accounts that are in breach of Mortgage Terms & Conditions Sending out letters to customer/third party for accounts that are in in breach of Mortgage Terms & Conditions Liaise with valuers, solicitors, and intermediaries as appropriate. Ensure that all business written complies with the Company's and funder's lending criteria. Full case ownership including post-completion maintenance of accounts. To ensure that all client files are always complete and up to date. Adhere to all anti-money laundering, data protection and other regulatory requirements. Ensure all applications comply with Equity Release Council Guidelines. Report any concerns over underwriting issues to Team Manager. Contribute to the development of Company's TCF policy and T&C regime. Other ad hoc duties as required. The Person Overview A presentable and highly organised individual with a keen attention to detail and a methodical approach to their work An effective communicator, able to deal with colleagues, brokers, surveyors, customers and solicitors in a professional manner which is confident, open and honest. Must have the ability to prioritise and work to strict deadlines. An approachable, customer service focused individual who has advanced technical knowledge, shows excellent attention to detail and a proven ability to work using own initiative and take responsibility for their work in the absence of a Team Manager. The individual should be a team player with excellent customer focus. The individual should be able to handle sensitive issues in a sympathetic and professional, manner. Skills & Experience Mandatory Previous experience of dealing with accounts that are in breach of Mortgage Terms & Conditions Analytical and methodical thinking Good IT skills Good decision-making skills Excellent organisation skills and ability to prioritise workload Excellent customer service skills & Telephone Manner Excellent empathy skills Strong numeracy Skills Desirable Previous experience in equity release Qualifications Mandatory Grade C or higher in Maths & English GCSE or equivalent Desirable CeMAP/CeRER