Customer Service Advisor

Partnership Properties

View: 102

Update day: 04-12-2023

Location: Leicester East Midlands

Category: Other

Industry: Real Estate

Position: Mid-Senior level

Job type: Full-time

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Job content

As Customer Service Advisor, you will be managing a full caseload of Remortgage files through to completion.

Client Details

A leading and international Professional Services company based in Leicester with offices all around the UK.


As Customer Service Advisor, you will be responsible for the following:
  • An ability to manage a caseload of a minimum of 200 new Remortgage instructions per month
  • Liaise with the client, borrower and broker where necessary
  • Carry out a title investigation and identification checks
  • Obtain a redemption statement for every charge affecting the property
  • Check the mortgage offer
  • Chase any outstanding documentation required to proceed to completion
  • Set a suitable date for completion in accordance with the client and borrower requirements
  • Carry out any searches required on the property or borrower
  • Process completion
  • Deal efficiently and effectively with telephone calls and emails made by the client, borrower or third party and respond within the client timelines for such tasks
  • Refer technical issues to non-fast track team
  • Keep all parties in the transaction up to date at all times such as client, introducer, borrower or broker
  • To provide assistance on transactional matters as required

The successful Customer Service Advisor will have the following experience:
  • A minimum of 12 months in a similar role, ideally gained within a similar volume environment;
  • Proven ability to process tasks in a volume caseload and to working in a high volume environment;
  • Proven IT skills, in particular experience of using a case management system;
  • An ability to work in a demanding environment, working to strict deadlines and within Service Level Agreements and to other targets;
  • A careful and methodical approach to work demonstrating a high level of accuracy and attention to detail, ensuring that processes, procedures etc are followed accurately;
  • A flexible and adaptable approach to work;
  • Strong commitment to client care and to providing a friendly and helpful service;
  • Excellent written and verbal communication skills;
  • A self starter with a ’can do’ approach to work, used to demonstrating initiative; and
  • Experience of working within a team environment and of supporting others
Job Offer

The Customer Service Advisor The Benefits Include
  • £20,000 - £21,000 per annum
  • Leicester based (hybrid working available post completing training)
  • 23 days plus bank holidays (rises to 25 days after 5 years)
  • X2 Death in Service
  • Pension 3% (matched)
  • Private Medical Scheme
  • Eyecare Scheme with Specsavers
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Deadline: 18-01-2024

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