At a Glance
- Tasks: Be the go-to person for customers, providing support and solutions in a fast-paced environment.
- Company: Join a growing mortgage company with a focus on customer relationships.
- Benefits: Enjoy private healthcare, extra holiday on your birthday, and fun social events.
- Other info: Dynamic role with opportunities for growth and development.
- Why this job: Make a real difference by helping customers navigate their financial journeys.
- Qualifications: Customer service experience in finance is essential; mortgage knowledge is a plus.
Location: Watford - Office Based
Salary: Up to £32,000
Hours: Monday to Friday 9am to 5:30 pm
Benefits:
- Private Medical Healthcare
- Dental Scheme
- Additional half-day annual leave on your Birthday
- Annual leave purchase scheme
- Pension Scheme
- Perk box
- Free eye tests
- Christmas and Summer Social Events
- Top Performers Dinner each quarter
- Fresh fruit in the office
- 20 days holiday plus public and bank holidays
About the Role:
We're excited to be recruiting for a fast paced and growing mortgage company who are looking for a driven and personable Primary Servicing Account Manager to be a trusted point of contact for our customers, providing clear guidance, practical support, and a consistently high level of service. This is a great opportunity for someone who enjoys building strong customer relationships, taking ownership of challenges, and finding effective solutions in a dynamic, fast-moving environment. If you're motivated by helping people and making every customer interaction count, we'd be keen to hear from you.
Responsibilities:
- Managing all incoming calls, correspondence and emails efficiently and within agreed SLAs.
- Reviewing and verifying all new account uploads to ensure accuracy and completeness.
- Preparing and submitting BACS files, and promptly actioning any unpaid Direct Debits or other outstanding payments.
- Managing daily cash allocation, ensuring all funds are accurately applied to the correct accounts, including reconciliation against company bank accounts.
- Managing all Servicing team banking activities, including cash and card allocations, redemptions and part settlements.
- Scanning and maintaining Title updates on the relevant customer files.
- Processing and allocating all redemption and capital reduction funds against loans through to redemption and completion.
- Managing Deed of Postponement and Easement requests through to completion.
- Ensuring all required printing is completed and dispatched within agreed SLAs.
- Managing E-DS1 uploads, Payment Holiday overpayments, exits and refunds, and reviewing the Credit Arrears Report.
- Liaising with solicitors and following up on outstanding or missing Title Registrations.
- Preparing and submitting the monthly CRA (CAIS) return in line with required deadlines.
- Reviewing and actioning accounts showing a credit balance at month end using the Daily Arrears Report, and escalating relevant cases to the Senior Servicing Manager.
- Following the established invoice process, reviewing and approving invoices for payment within the appropriate mandate.
- Implementing Bank of England base rate changes and managing associated complaints where required.
- Handling calls from customers and third parties, providing support with loan administration and resolving queries in a professional and timely manner.
- Undertaking any other duties or responsibilities as required to meet the evolving needs of the department.
Experience Required:
- Experience in customer service within financial services is essential.
- Experience in servicing existing mortgage or loan accounts is highly advantageous.
- Well organised
- Self-motivated and proactive
- Able to work under pressure
- Good telephone skills and attention to detail
For more information regarding the role, please get in touch with us.
Primary Servicing Account Manager in Watford employer: Stellar Select
As an AI & CRM Implementation Specialist in a dynamic fintech environment, you will thrive in a culture that values innovation and collaboration. With competitive benefits including a discretionary annual bonus, generous annual leave, and opportunities for professional growth, our company is dedicated to fostering a supportive workplace where your contributions are recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Primary Servicing Account Manager in Watford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Stellar Select. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Primary Servicing Account Manager in Watford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Stellar Select.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Stellar Select's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Stellar Select
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Stellar Select.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Stellar Select will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Stellar Select employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
