More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since it's launch in 2008. Today, operating from our offices in Preston, we help over 1000 people every month to confidently release cash from their homes, significantly growing year on year to become one of the largest lifetime mortgage lenders in the UK

Our Porting team look after customers who wish to move their Lifetime Mortgages to a new property. Cases are referred by the Customer Service Team and Porting Agents ensure that the process is completed in line with service levels.

Main Role & Responsibilities:

• To be responsible for the management of your caseload to ensure requests are dealt with efficiently and within agreed service levels.

• Working manually, review valuation reports and populate checklists to ensure that the mortgage still falls in line with lending criteria.

• Liaising with relevant internal and external departments to ensure that cases are dealt with in a timely manner, to criteria and policy.

• To keep up to date and conversant with lending criteria, products and special schemes.

• Working with impeccable attention to detail, ensuring documents are valid and saved to the system, and all customer details are up to date.

• Provide exceptional service to customers during inbound and outbound phone calls.

• Supporting our commitment to Consumer Duty by signposting or escalating where there may be a concern on vulnerability.

Skills & Experience we look for;

• Excellent administration and software skills, particularly Outlook & Excel.

• Ability to multi-task and manage own workload in a fast paced environment.

• First class communication skills, both written and verbal.

• Be driven by customer service and going the extra mile to deliver exemplary service.

• Commitment to maintain accuracy and attention to detail, ensuring work is of the highest quality.

• Clear communicator with impeccable telephone manner.

• Ability to work well individually and as part of a team.

Most of all we look for people who display and work around the core values of our business:

Ambitious - to break ground to help our customers enjoy a better retirement.
Supportive - relationships are key to everything we do.
Personal - going above and beyond to offer exceptional service.
Integrity - honest, true and transparent in all of our relationships.
Responsive - whatever the challenge we'll deliver the right result.
Expert - experts in our field, our thirst for knowledge never stops.

Benefits:

• 23 days holiday, plus bank holidays. Rising to 28 days based on length of service
• Additional holiday purchase scheme
• 1 charity day
• Tier 1 pension (5% Employee, 8% Employer)
• Simply Health
• Life Assurance
• And so many more!