Mortgage Retention Specialist in Cambridge

Mortgage Retention Specialist in Cambridge

Cambridge Full-Time 27000 - 27000 £ / year (est.) No home office possible
The Cambridge Building Society

At a Glance

  • Tasks: Engage with mortgage customers and provide them with tailored product options.
  • Company: Join a thriving independent mutual with a supportive culture.
  • Benefits: Starting salary of £27,000, hybrid working, and opportunities for skill development.
  • Other info: Enjoy a dynamic role with the chance to return to your original position.
  • Why this job: Learn about mortgages while making a real difference for customers.
  • Qualifications: Customer-facing experience and a desire to learn and grow.

The predicted salary is between 27000 - 27000 £ per year.

Our Lending Team is seeking a driven and focused individual who would like to learn more about the world of mortgages, particularly the retention of our mortgage customers. Working alongside the Intermediary team, you will be a team player responsible for contacting borrowers who are reaching the end of their product term and providing factual information about their product options.

In addition, accuracy and attention to detail are key as you will need to produce manual European Standardised Information Sheets (ESIS) where they cannot be created by our mortgage systems. You could currently be in a customer-facing role, keen to learn and progress, and want the opportunity to broaden your skill set whilst knowing that this is a seconded position and you will be able to return to your existing position.

Day-to-day responsibilities include:

  • Delivery of the mortgage retention contact strategy using SMS, email, and telephone to contact borrowers
  • Book a Mortgage Adviser interview where required
  • Support the Intermediary Team with manual product switch and customer information requests
  • Contact borrowers who have remained on our Standard Variable Rate
  • Contact those borrowers with an unregulated Buy to Let mortgage to offer further support and guidance concerning their maturity, including the option of a structured product maturity interview
  • The production of accurate ESIS documentation

Salary and working hours:

  • Starting salary £27,000.00 per annum
  • 5 days per working week, 8:45am - 5:00pm (36.25 hours per week)
  • Hybrid working, 2 days per week from our Head Office (Cambridge)

Come and join a thriving independent mutual, where your contribution will help our customers.

Mortgage Retention Specialist in Cambridge employer: The Cambridge Building Society

Join a thriving independent mutual in Cambridge as a Mortgage Retention Specialist, where you will be part of a supportive team dedicated to enhancing customer experiences. With a focus on employee growth and development, we offer hybrid working arrangements and a collaborative work culture that values accuracy and attention to detail. This role not only allows you to broaden your skill set but also ensures you can return to your existing position after the maternity cover period, making it an excellent opportunity for those looking to advance their careers in the mortgage sector.
The Cambridge Building Society

Contact Detail:

The Cambridge Building Society Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Retention Specialist in Cambridge

✨Tip Number 1

Network like a pro! Reach out to people in the mortgage industry, especially those who work in retention. A friendly chat can lead to insider info and maybe even a referral.

✨Tip Number 2

Practice your pitch! Be ready to explain why you’re the perfect fit for the Mortgage Retention Specialist role. Highlight your customer service skills and any experience with mortgages or financial products.

✨Tip Number 3

Show off your attention to detail! Prepare for interviews by brushing up on how to create accurate ESIS documentation. It’s a key part of the job, and demonstrating your knowledge will impress the hiring team.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining our team and contributing to our customers’ success.

We think you need these skills to ace Mortgage Retention Specialist in Cambridge

Customer Service Skills
Attention to Detail
Communication Skills
Mortgage Knowledge
Product Knowledge
Data Entry Skills
Interpersonal Skills
Problem-Solving Skills
Time Management
Teamwork
Adaptability
Technical Proficiency in Mortgage Systems
Ability to Produce ESIS Documentation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights any customer-facing roles you've had, especially if they relate to mortgages or financial services. We want to see how your experience aligns with the Mortgage Retention Specialist role, so don’t be shy about showcasing relevant skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and explain why you’re keen to learn more about mortgages. We love seeing genuine interest, so let your personality come through!

Be Detail-Oriented: Since accuracy is key in this role, make sure your application is free from typos and errors. Double-check everything before hitting send. We appreciate attention to detail, and it’s a great way to show us you’re the right fit!

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 have all the latest info about the role. Plus, it shows you’re proactive—something we really value!

How to prepare for a job interview at The Cambridge Building Society

✨Know Your Mortgages

Before the interview, brush up on your mortgage knowledge. Understand the different types of mortgages, especially those related to retention strategies. This will show your enthusiasm for the role and help you answer questions confidently.

✨Highlight Your Customer Service Skills

Since this role involves contacting borrowers, be ready to discuss your experience in customer-facing roles. Share specific examples of how you've successfully handled customer inquiries or resolved issues, as this will demonstrate your ability to connect with clients.

✨Attention to Detail is Key

Given the importance of accuracy in producing ESIS documentation, prepare to discuss how you ensure attention to detail in your work. You might want to mention any tools or methods you use to double-check your work, which will highlight your reliability.

✨Prepare Questions for Them

Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the mortgage retention strategy, or opportunities for growth within the company. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Mortgage Retention Specialist in Cambridge
The Cambridge Building Society
Location: Cambridge

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