Customer Support Team Member (Mortgage Support
Customer Support Team Member (Mortgage Support

Customer Support Team Member (Mortgage Support

Epsom +1 Part-Time 20000 - 30000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Become the go-to expert for Mortgage and Savings Accounts while delivering top-tier customer service.
  • Company: Join a dynamic team in Epsom, focused on financial services and customer satisfaction.
  • Benefits: Enjoy a salary of £25,000 plus annual bonus and generous benefits, with flexible working hours.
  • Why this job: Gain valuable experience, develop expertise, and enjoy varied tasks in a supportive environment.
  • Qualifications: Detail-oriented and customer-focused individuals are encouraged to apply, no prior experience necessary.
  • Other info: Perfect for those who thrive in fast-paced settings and love helping others!

The predicted salary is between 20000 - 30000 £ per year.

Location: Epsom

Hours: 9:00 – 5:30 OR 8:00 – 4:30

Salary: £25,000 (plus annual bonus & generous benefits)

Your Role:

Join our dynamic team and become the go-to expert for Mortgage and Savings Accounts! We’re looking for a detail-oriented, customer-focused individual to deliver top-tier service and seamless administration.

What You'll Be Doing:

  • Handle inquiries with confidence—whether over the phone or in person—ensuring every customer feels heard and supported.
  • Stay up to date with all our offerings and provide accurate information without giving financial advice.
  • Manage accounts, process completions, redemptions, payments, transfers, and customer updates.
  • Investigate lost accounts, process ISA transfers, and support mortgage arrears operations.
  • Assist with cashiering, liaise with external suppliers, and collaborate across departments to keep things running smoothly.
  • Handle administrative amendments, prepare customer correspondence, and review reports to maintain accuracy.
  • Participate in system testing, ensuring new products and updates function seamlessly.

Why Join Us?

  • Be part of a supportive and friendly team
  • Gain valuable experience in financial services
  • Enjoy varied tasks that keep every day interesting
  • Develop your expertise in mortgages and savings

If you thrive in a fast-paced environment and love delivering exceptional customer service, we’d love to hear from you!

Locations

Epsom Surrey

Customer Support Team Member (Mortgage Support employer: Tate Recruitment

At our Epsom location, we pride ourselves on being an excellent employer that fosters a supportive and friendly work culture. With competitive salaries, annual bonuses, and generous benefits, we offer our Customer Support Team Members not only valuable experience in financial services but also ample opportunities for personal and professional growth. Join us to be part of a dynamic team where your contributions are valued, and every day brings new challenges and rewards.
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Contact Detail:

Tate Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Support Team Member (Mortgage Support

✨Tip Number 1

Familiarise yourself with the mortgage and savings products offered by StudySmarter. Understanding our services will help you confidently handle customer inquiries and demonstrate your expertise during the interview.

✨Tip Number 2

Practice your communication skills, especially in handling difficult customer situations. Role-playing common scenarios can prepare you to respond effectively and show that you can maintain a calm and professional demeanour under pressure.

✨Tip Number 3

Research the latest trends in customer service within the financial sector. Being knowledgeable about industry standards and innovations can set you apart and demonstrate your commitment to providing top-tier service.

✨Tip Number 4

Network with current or former employees of StudySmarter on platforms like LinkedIn. They can provide insights into the company culture and expectations, which can be invaluable for tailoring your approach during the interview process.

We think you need these skills to ace Customer Support Team Member (Mortgage Support

Customer Service Skills
Attention to Detail
Communication Skills
Problem-Solving Skills
Time Management
Administrative Skills
Knowledge of Financial Products
Team Collaboration
Adaptability
Data Entry Skills
Conflict Resolution
Technical Proficiency
Ability to Work Under Pressure
Organisational Skills

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and skills required for the Customer Support Team Member position. Tailor your application to highlight your relevant experience in customer service and administration.

Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your customer service experience, particularly in financial services if applicable. Use bullet points to make it easy to read and focus on achievements that demonstrate your ability to handle inquiries and manage accounts.

Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you've provided exceptional customer service in the past and how you can contribute to the team’s success.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the role.

How to prepare for a job interview at Tate Recruitment

✨Know Your Stuff

Familiarise yourself with the company's mortgage and savings products. Being able to discuss these confidently will show your genuine interest and preparedness for the role.

✨Showcase Your Customer Service Skills

Prepare examples from your past experiences where you successfully handled customer inquiries or resolved issues. This will demonstrate your ability to provide top-tier service, which is crucial for this position.

✨Be Detail-Oriented

Since the role involves managing accounts and processing various transactions, highlight your attention to detail. You might want to mention any previous roles where accuracy was key to your success.

✨Ask Insightful Questions

Prepare thoughtful questions about the team dynamics, company culture, and growth opportunities. This shows your enthusiasm for the role and helps you assess if it's the right fit for you.

Customer Support Team Member (Mortgage Support
Tate Recruitment
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