Time Appointments
Location
Ipswich, Suffolk | United Kingdom
Job description
Our client, a global leader within the financial services industry, is currently recruiting for a Financial Services Customer Advisor. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
Key Duties & Responsibilities:
Understand the terms and conditions of a customer’s loan so that they can be clearly explained to, and met by, the customer.
Review and process requests for information accurately and within service level agreements.
Receive and resolve standard loan enquiries from customers and their advisors.
Ensure information relating to customers and their loans is current and accurate. Process any amendments to customer’s accounts accurately and in accordance with procedures and regulatory requirements.
Ensure that customers are correctly informed of payments due, and that the collection of the required payment is made accurately and in accordance with BACS rules.
Process requests for redemption statements in a prompt and timely manner and ensure that upon receipt of required funds the loan security is released in accordance with procedures and agreed service level agreements.
Ensure that new loans are boarded accurately, and correct correspondence has been issued.
Oversight of loans approaching expiry and ensuring appropriate follow up action is taken.
Liaise professionally with clients, third parties and other areas of the business.
Skills & Experience Required:
Experience within finance services, in particular mortgages (preferred but not essential). Candidates with transferable skills and a genuine interest in building a career within the industry will also be considered
Strong customer service skills
An empathetic nature, with strong Communication skills, both written and verbal
Confident in using Microsoft Office packages
Effective time management skills
A can-do attitude
Strong mathematical skills
Accuracy and attention to detail
Our client boasts a vast list of fantastic benefits, including:
Competitive basic salary
Generous holiday entitlement scheme, with the opportunity to purchase extra leave
Company matched Pension Scheme (up to a specified limit)
Life Assurance
Regular company social and sporting events
Plus, many more…
V/12599
Job tags
Salary
