Mortgage Retention Specialist

Location: Hybrid / Cambridge, UK
Job type: Fixed term / Part-time
Sector and subsector: Banking & Financial Services Banking
Annual Fixed salary: £21,600.00

Mortgage Retention Specialist - Fixed Term & Part Time

Our Lending Team is seeking a driven/focused individual who would like to learn more about the world of mortgages and in particular the retention of our mortgage customers. Working alongside the Intermediary team you will be a team player responsible for contacting borrowers who are reaching the end of their product term and providing factual information about their product options. Accuracy and attention to detail is key as you will need to be able to produce manual European Standardised Information Sheets (ESIS) where they cannot be created by our mortgage systems. You could currently be in a customer-facing role, keen to learn and progress and want the opportunity to broaden your skill set whilst knowing that this is a seconded position and you will be able to return to your existing position.

Day-to-day responsibilities

• Delivery of the mortgage retention contact strategy using SMS, email and the telephone to contact borrowers
• Book a Mortgage Adviser interview where required
• Support the Intermediary Team with manual product switch and customer information requests
• Contact borrowers who have remained on our Standard Variable Rate
• Contact those borrowers with an unregulated Buy to Let mortgage to offer further support and guidance concerning their maturity including the option of a structured product maturity interview
• The production of accurate ESIS documentation

Salary and working hours

Starting salary £21,600.00 (FTE £27,000.00) per annum based on 4 days.

4 days per working week 8:45am - 5:00pm (29 hours per week)

Hybrid working, 2 days per week from our Head Office (Cambridge)

Come and join a thriving independent mutual, where your contribution will help our customers.