Customer Service Administrator
Castle Trust Bank
full-time
Posted on:
Location Type: Hybrid
Location: Basingstoke • United Kingdom
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Salary
💰 £27,000 - £29,000 per year
About the role
- Process mortgage enquiries post completion right through to redemption
- Oversee and manage all post-completion activities for mortgage applications
- Engage with customers up to 6 months before maturity to ensure repayment strategy
- Produce and issue redemption statements
- Monitor project progress for bridging and refurbishment loans
- Update systems and confirm account closures
- Issue annual/ad hoc statements and manage Direct Debits
- Handle general post-completion tasks like borrower death and address changes
- Ensure post-completion conditions are fulfilled
- Manage alerts and activities while ensuring adherence to business policies
- Collaborate with customers, intermediaries, solicitors, and third parties
- Participate in projects and contribute to continuous improvement
Requirements
- Proven background in financial services
- Specific experience in post-completion mortgage process
- Excellent communication skills, both written and verbal
- Ability to manage time effectively and juggle conflicting priorities
- Experience handling complex customer calls in a professional manner
- Good working knowledge of Microsoft Word and Excel
- Experience in analysing data and reporting
Benefits
- Annual performance-related bonus based on individual and company performance
- Generous contributory pension scheme through Hargreaves Lansdown
- Life assurance
- 25 days annual leave (plus bank holidays)
- Option to buy/sell up to 5 additional days (terms apply)
- Extra day paid annual leave for Volunteering
- Healthcare benefits through Equipsme
- Free access to BHFS Rise EAP to support health and wellbeing
- Free eye test vouchers
- Discounted gym membership
- Season ticket travel loans (if applicable)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
post-completion mortgage processdata analysisreporting
Soft skills
communication skillstime managementcustomer serviceproblem-solving