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For Companies At a Glance
- Tasks: Manage mortgage retention cases and deliver exceptional customer service.
- Company: Join a forward-thinking financial institution focused on community and employee support.
- Benefits: Enjoy flexible working, 25+ days holiday, and a comprehensive benefits package.
- Why this job: Be part of a collaborative culture that values customer relationships and personal growth.
- Qualifications: Strong customer service skills and proficiency in IT; experience in finance is a plus.
- Other info: Opportunities for professional development and a competitive salary with bonuses.
The predicted salary is between 30000 - 42000 £ per year.
About the Client:
Our client, a well-established and forward-thinking financial institution with a strong community focus, is seeking a motivated Mortgage Retentions Administrator. They value their customers and employees, fostering a supportive and collaborative work environment.
Role Overview:
As a Mortgage Retentions Administrator, you'll manage a caseload of mortgage customers reaching the end of their product incentives. You'll deliver exceptional customer service, identify opportunities to meet customer needs, and ensure a smooth retention process.
Key Responsibilities:
- Manage a portfolio of mortgage retention cases.
- Provide outstanding customer service, acting as the primary point of contact.
- Identify and capitalize on customer retention opportunities.
- Maintain accurate records and ensure compliance with regulatory requirements.
- Utilize strong communication skills across various platforms.
- Provide administrative support for the mortgage retention process.
- Maintain awareness of market conditions.
Skills & Experience:
- Strong customer service experience.
- Excellent communication and interpersonal skills.
- Proficiency in IT software (Word, Excel, Outlook).
- Strong organizational and multitasking abilities.
- Experience in a financial services environment is desirable.
- Business Administration Level 3 or equivalent is desirable.
- Telephony skills.
Benefits:
- Competitive salary and bonus scheme.
- Generous pension scheme with salary sacrifice.
- Minimum 25 days holiday, plus bank holidays, birthday and Christmas shopping day off.
- Flexible working options.
- Comprehensive benefits package, including life insurance, employee assistance program, and more.
- Opportunities for professional and personal development.
Mortgage Specialist employer: SearchWorks
Contact Detail:
SearchWorks Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Specialist
✨Tip Number 1
Familiarise yourself with the mortgage retention process and common customer concerns. Understanding the typical questions and issues customers face will help you provide exceptional service and demonstrate your expertise during interviews.
✨Tip Number 2
Brush up on your communication skills, especially over the phone. Since telephony skills are crucial for this role, practice clear and concise communication to ensure you can effectively engage with customers and address their needs.
✨Tip Number 3
Stay updated on current market conditions and trends in the financial services sector. This knowledge will not only impress your interviewers but also enable you to identify opportunities for customer retention more effectively.
✨Tip Number 4
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for job openings.
We think you need these skills to ace Mortgage Specialist
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and required skills for the Mortgage Retentions Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience in customer service and financial services. Use bullet points to make it easy to read and focus on achievements that demonstrate your ability to manage customer relationships effectively.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight specific examples of how you have successfully managed customer retention or provided exceptional service in previous roles. Make sure to convey your understanding of the mortgage industry.
Proofread Your Application: Before submitting your application, take the time to proofread your CV and cover letter. Check for any spelling or grammatical errors, and ensure that all information is accurate and presented professionally. A polished application reflects your attention to detail.
How to prepare for a job interview at SearchWorks
✨Showcase Your Customer Service Skills
As a Mortgage Retentions Administrator, exceptional customer service is key. Prepare examples from your past experiences where you successfully resolved customer issues or enhanced their experience. This will demonstrate your ability to meet the role's expectations.
✨Know the Company and Its Values
Research the financial institution you're interviewing with. Understand their community focus and values. Being able to articulate how your personal values align with theirs can set you apart and show your genuine interest in the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and customer retention strategies. Think of scenarios where you've identified opportunities to retain customers or improved processes, and be ready to discuss these in detail.
✨Demonstrate Your IT Proficiency
Since proficiency in IT software is important for this role, be prepared to discuss your experience with tools like Word, Excel, and Outlook. You might even want to mention specific tasks you've accomplished using these applications to highlight your skills.
