Customer Service / Financial Case Manager

Salary: £26,000 – £26,400 per year

Financial Services Customer Care Co-ordinator/Case Manager

V-Recruit are looking for 3 x Full Time, permanent Equity Release Customer Care Coordinators to join their growing team as soon as possible.

Our client are specialists in providing financial services to their clients, such as Equity Release, Lasting Power of Attorneys, Will preparations etc. and are an extremely respected brand, with a real focus on providing exceptional services to their customers.

This is a hybrid role, which would be split between home working and office working, you would be required to work one day a week in office. Please note that you would be required to complete approximately 12 weeks initial training in office.

Role Overview:

We are currently recruiting experienced Administrators/Case Managers with a passion for providing excellent customer service, who are hardworking, approachable, and organised, to work as part of an office-based team, to make sure all customers are guided through their lifetime mortgage application process from start to finish whilst supporting, solicitors and mortgage providers throughout.

Key Outputs:

• To support customers through their equity release application from start to finish, ensuring that you deliver a first-class customer service experience
• To assist customers and other third-party providers with conveyancing queries to guide them through to completion
• To update the CRM system to advise other colleagues of the status of the customer application in a compliant manner
• To conduct Documentation Audits for each client, in line with company legislation
• To handle emails, inbound and outbound calls, to and from customers, mortgage providers, solicitors and other third parties
• To comply and follow company regulations for data protection, financial crime, TCF and complaints procedures
• To ensure individual and departmental targets are achieved on a month-by-month basis
• To offer customers the option of other products within the business
• Any other ad-hoc duties, as required

Job Specifics

• Following approximately 12 weeks training in office, you will be given the option to work remotely, but would be required to work one day a week in office.
• £26,000 – £26,400 per year (£22,500 – £23,500 OTE) with an excellent benefits package including Company Pension, Life Assurance, Cash Healthcare Plan with Westfield Health, Volunteering Days, Flexible Annual Leave Policy (buy and sell holiday days)
• Excellent opportunities for progression and continuous professional development avaialble after training, namely CeMAP and CeRER qualifications available to interested employees
• Hours of work are between 9am -5.30pm Monday to Friday
• Immediate starts available

Person Specification

Our client is looking to recruit highly organised individuals, with keen attention to detail and a methodical approach to their work. You must have the ability to prioritise and organise your own workload and be used to working to strict deadlines.

Some financial services/conveyancing experience and knowledge would be hugely advantageous, as you will need to be able to deal with third-party lenders and colleagues in a professional and confident manner.

You must also be PC Literate, with good knowledge/ability with MS Excel, MS Word Mail Merge function and word processing

We are looking for a minimum of 12 months experience within another fast-paced administrative role

Previous within a similar environment, such as Conveyancing would be desirable

You must have experience in working towards targets, and working within a result driven role/team

Qualifications in Financial Services, Business Administration and/or customer service are desired, but are not essential.

You must have GCSE/Level 2 equivalent in Maths and English.

To Apply