At a Glance
- Tasks: Provide empathetic support for mortgage and savings accounts while managing complex cases.
- Company: Join Family Building Society, a forward-thinking financial services organisation focused on customer care.
- Benefits: Enjoy a competitive salary, hybrid work options, and professional development opportunities.
- Other info: Dynamic team culture with excellent growth potential and perks like free coffee and 25 days holiday.
- Why this job: Make a real difference in customers' lives while growing your career in a supportive environment.
- Qualifications: Experience in administration and strong customer service skills are essential.
The predicted salary is between 29000 - 29000 £ per year.
Family Building Society is seeking a compassionate and detail-oriented Customer Service Representative to join its Mortgage & Savings Administration team. This full-time role offers a supportive work environment, hybrid flexibility, and opportunities for professional development.
About the Company
Family Building Society is a forward-thinking financial services organisation with a strong focus on customer care, innovation, and teamwork. With around 250 employees at its Epsom headquarters, the Society is committed to growth and values-driven service.
Role Overview
You’ll deliver high-quality support for mortgage and savings accounts, handling complex cases with professionalism and empathy. The role involves customer interaction, administrative accuracy, and collaboration across teams to ensure seamless service delivery.
Key Responsibilities
- Provide empathetic support for complex mortgage cases and sensitive customer situations
- Manage administration for Buy to Let, Transfer of Equity, Interest Only mortgages, and other schemes
- Handle deceased customer accounts, Powers of Attorney, and third-party authorities
- Prepare clear, customer-focused correspondence and documentation
- Manage mortgage arrears processes and reporting
- Support system and product testing
- Ensure compliance with policies and procedures
- Collaborate with internal teams and external stakeholders
Required Skills and Experience
- Proven experience in administration (ideally in financial services)
- Strong customer service and communication skills
- High attention to detail and accuracy
- Calm and professional under pressure
- Strong organisational and time management skills
- Proficiency in Microsoft Excel and data analysis
- GCSE grades above C in English and Maths
- Right to work in the UK
Preferred
- Experience handling sensitive financial cases
- Analytical mindset and proactive approach
- Team-oriented with coaching and support capabilities
What We Offer
- Company pension
- Free parking permit
- Free tea, coffee, and fruit
- 25 days holiday (increasing to 28 with service)
- Support for professional study and development
Customer Service Representative – Mortgage & Savings Administration | £27,000–£29,000 per annum in Epsom employer: School Result
Family Building Society is an excellent employer, offering a supportive and collaborative work environment in Epsom, Surrey. With a strong commitment to employee growth, the Society provides opportunities for professional development, alongside generous benefits such as a company pension, free parking, and increasing holiday entitlement. Join a forward-thinking team that values customer care and innovation, where your contributions will be recognised and rewarded.
