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Customer support team member (mortgage support

Epsom
Tate
Customer support
Posted: 26 May
Offer description

Customer Service Representative Location: Epsom
Hours: 9:00 – 5:30 OR 8:00 – 4:30
Salary: £25,000 (plus annual bonus & generous benefits)

Your Role:
Join our dynamic team and become the go-to expert for Mortgage and Savings Accounts! We’re looking for a detail-oriented, customer-focused individual to deliver top-tier service and seamless administration.

What You'll Be Doing:
Handle inquiries with confidence—whether over the phone or in person—ensuring every customer feels heard and supported.
Stay up to date with all our offerings and provide accurate information without giving financial advice.
Manage accounts, process completions, redemptions, payments, transfers, and customer updates.
Investigate lost accounts, process ISA transfers, and support mortgage arrears operations.
Assist with cashiering, liaise with external suppliers, and collaborate across departments to keep things running smoothly.
Handle administrative amendments, prepare customer correspondence, and review reports to maintain accuracy.
Participate in system testing, ensuring new products and updates function seamlessly.

Why Join Us?
Be part of a supportive and friendly team
Gain valuable experience in financial services
Enjoy varied tasks that keep every day interesting
Develop your expertise in mortgages and savings

If you thrive in a fast-paced environment and love delivering exceptional customer service, we’d love to hear from you!

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