Customer Service- Financial Services

Job ID
2017-8774
Exeter
Category
Financial Services
Salary
£17,500
Position Type
Permanent Full-Time
Car Allowance
No
Bonus Scheme
Yes

Job Profile

An excellent opportunity to work in the Financial Services Department for one of the largest Property Services companies in the UK. Working together with our highest performing Financial Service Advisors you will be responsible for helping the process from mortgage application to house purchase by liaising  with the Mortgage Advisor and progressing any outstanding work in the process, updates from mortgage lenders, administration work on application packs and updating advisors on any progress. If you are looking to work in an exciting, expanding Financial Services department with clear routes for progression then please apply now.

 

Based at: 1-2 Northernhay Place, Exeter, EX4 3QH

 

Full Time/Permanent

 

Role purpose: To proactively manage Mortgage/Protection applications through to Exchange and Completion.  To provide support and resolution to customer enquiries.

 

Relationships: Working on a team of support consultants, you will be required to build good relationships with customers, Financial Advisors, your team members, our panel of lenders, Aviva and Conveyancing Firms.  Internal staff relationships will include estate agency staff and other internal Departments across all LSL EAD Brands.

 

Behaviours:  Striving to achieve, productive, team player, customer focused, dependable, flexible, and reliable.

 

Competencies: Able to demonstrate organisation and time management skills, Proven excellent customer service skills, knowledge and/or understanding of Financial Services/Estate Agency,  Excellent Telephone Manner.

 

Targets: Deliver quality service to all customers whilst managing a pipeline of circa 200 customers.

 

 

 

Benefits and General Information

  • Achievable Monthly bonus
  • Salary £13,000 basic
  • £17,500 OTE
  • Underwritten bonus for 3 months at £375
  • Holiday entitlement is 20 days not to include bank holidays (increases by 1 day for each full calendar year of service up to a maximum of 25)
  • Pension Scheme
  • Company subsidised medical plan
  • Pay day 27th of each month
  • Dress code – smart casual with dress down Fridays
  • Full system and produce training is provided

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