Product Transfer Specialist

Kings Hill

£25.5k

Office based but opportunity to work from home one day a week

Do you love helping people and guiding them through processes?

Are you confident on the phone and enjoy building relationships with clients?

Do you want to be part of a close-knit team where you can grow your career?

If so, they have an exciting opportunity for you as a Product Transfer Specialist within their new Case Management team. You will be joining a team of 4 who pride themselves on outstanding customer service. The team is collaborative, helpful, and works together for the success of the whole group. Their core values—respect, integrity, resilience, and excellence—guide how they work and interact with their clients, colleagues, and partners.

Key Responsibilities:

* Act as the first point of contact for product transfer and mortgage application queries.

* Provide timely and accurate responses to telephone and email enquiries.

* Collaborate with internal departments and mortgage brokers to ensure applications progress smoothly.

* Manage your own caseload, keeping internal systems updated and following up on any outstanding documentation.

* Proactively reach out to existing customers, providing reminders when products are coming to an end.

* Arrange valuations and liaise with valuers to ensure timely completion of cases.

* Handle incoming and outgoing phone calls, delivering excellent customer service.

* Review and action final checks prior to completing applications.

Skills & Competencies:

* Adaptability & Flexibility: Comfortable with shifting priorities and able to support the team through change.

* Teamwork: Works well with colleagues, sharing ideas and experiences to contribute to team success.

* Process Knowledge: A thorough understanding of processes, with a proactive approach to suggesting improvements.

* Communication: Clear, professional communication both spoken and written, ensuring information is easy to understand.

Benefits:

* Private Health Care: Industry-leading AXA-backed healthcare with no excess.

* Pension Contributions: 4% company contribution.

* 25 days holiday plus bank holidays.

* Additional Perks include death in service benefit, free parking, dress-down Fridays once a month, Black Tie Christmas parties, summer teambuilding events, a generous bonus scheme, yearly salary reviews, and supported training with a CPD track.

About You:

They are looking for someone who is naturally helpful, enjoys speaking on the phone, and thrives in a team-oriented environment. Office experience and strong customer service skills are essential, along with the ability to adapt to changing priorities