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For Companies At a Glance
- Tasks: Manage product switch cases and ensure seamless customer experience.
- Company: Dynamic financial services company with a focus on teamwork.
- Benefits: Pension scheme, private healthcare, dental plan, and social events.
- Why this job: Join a supportive team and develop your skills in a thriving environment.
- Qualifications: Experience in financial services and strong organisational skills required.
- Other info: Great career growth opportunities and a vibrant workplace culture.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Job Title: Product Switch Account Manager
Location: Watford
Salary: Confirmed on application
Hours: Monday to Friday 9 am to 5.30 pm
Benefits
- Contributory Pension scheme
- Private Medical Healthcare
- Life Assurance
- Dental Plan
- Free eye tests
- Annual leave purchase scheme
- Social events
- Refreshments
- 20 days annual leave with bank and public holidays on top
- Perk box
- Superb development opportunities
About the position
As a Product Switch & Servicing Specialist, you\\\’ll take ownership of a pipeline of product switch cases from enquiry through to completion, ensuring every application meets lending criteria and is handled with care. Alongside this, you\\\’ll support the wider servicing team with day-to-day account management and operational tasks, keeping customer experience seamless. We\\\’re looking for someone with proven experience in financial services, ideally in product transfers, underwriting, customer service, arrears management or account management, who combines strong organisational skills with exceptional attention to detail.
Responsibilities
- Proactively manage a pipeline of Product Switch cases through to completion or decline.
- Ensure applications are assessed accurately and in line with policy.
- Liaise with customers and third parties to resolve queries and progress cases efficiently.
- Help with tasks in the Primary Servicing Team if required.
- Submitting of BACS files and actioning any unpaid direct debits or payments.
- Scanning Title updates to files
- Actioning all Deed of Postponement, Easement requests to completion
- Dealing with E-DS1 Upload, Payment Holiday Overpayments Exit & Refunds – Credit Arrears Report.
- Dealing with Solicitors Missing Title Registrations
- Dealing with CRA Return (CAIS)
- Checking and Actioning any Accounts in Credit at month end (From the Daily Arrears report) and updating the Senior Servicing Manager on any cases.
- Actioning the Monthly Consolidation Refunds from Finance
- Adhering to the Invoice Process to check and pass for payment any invoices. (subject to mandate).
- Assisting the Senior Servicing Manager & Head of Group Servicing to ensure the effective operation of the Servicing Team.
Experience and skills
- Attention to detail with a logical, organised approach.
- Ability to manage workload independently while contributing effectively within a team.
- Strong negotiation and relationship management skills.
- Previous financial services experience (underwriting, product transfers, customer service, arrears, or account management) is desirable.
How to apply / Other information
For more information regarding the role of Product Switch Account Manager please get in touch with us.
Stellar Select is acting as an employment agency and is a corporate member of the REC.
Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days
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Product Switch Account Manager employer: Stellar Select
Contact Detail:
Stellar Select Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Product Switch Account Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Product Switch Account Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to account management and product transfers. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your attention to detail! During interviews, share specific examples of how you've successfully managed complex cases or resolved customer queries. This will demonstrate that you have the skills needed for the Product Switch Account Manager position.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Product Switch Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Product Switch Account Manager role. Highlight your experience in financial services, especially in areas like product transfers and customer service. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your achievements and how they relate to the responsibilities listed in the job description. We love a good story!
Show Off Your Attention to Detail: Since attention to detail is key for this position, make sure your application is free from typos and errors. Double-check everything before you hit send. We appreciate candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply through our website for the best chance of success. It’s straightforward and ensures your application gets to us directly. Plus, we can’t wait to see what you bring to the table!
How to prepare for a job interview at Stellar Select
✨Know Your Stuff
Make sure you brush up on your financial services knowledge, especially around product transfers and underwriting. Familiarise yourself with the company's products and services so you can speak confidently about how your experience aligns with their needs.
✨Showcase Your Organisational Skills
As a Product Switch Account Manager, you'll need to manage multiple cases at once. Prepare examples from your past work where you've successfully juggled tasks or improved processes. This will demonstrate your ability to handle the workload independently while still being a team player.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and customer service approach. Think of specific situations where you resolved customer queries or managed difficult cases. Use the STAR method (Situation, Task, Action, Result) to structure your answers clearly.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team dynamics, the challenges they face in account management, or how success is measured in this role. This shows your genuine interest in the position and helps you gauge if it's the right fit for you.
