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- 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, social events, and 20 days annual leave.
- 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.
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 opportunitiesAbout the position of Product Switch Account Manager: 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 for the role of Product Switch Account Manager: 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 required for the role of Product Switch Account Manager: 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.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
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 brushing up on your knowledge of product transfers and account management. We recommend practising common interview questions and scenarios related to the role, so you can showcase your expertise and attention to detail when it counts.
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing that Product Switch Account Manager position. We’re always looking for talented individuals, and applying directly can help us see your application faster!
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 directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we do!
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 lending criteria and be ready to discuss how you've handled similar cases in the past.
✨Showcase Your Organisational Skills
Since this role requires strong organisational skills, prepare examples that demonstrate how you've effectively managed workloads or pipelines in previous positions. Use specific scenarios to highlight your attention to detail and logical approach.
✨Practice Your Communication
You'll need to liaise with customers and third parties, so practice articulating your thoughts clearly. Consider role-playing common scenarios you might encounter, such as resolving queries or negotiating terms, to build your confidence.
✨Be a Team Player
This position involves supporting the wider servicing team, so be prepared to discuss how you contribute to team dynamics. Share examples of how you've collaborated with colleagues to achieve common goals or improve processes.
