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Customer Service Advisor

Fintelligent
Posted 6 hours ago, valid for 25 days
Location

Bolton, Lancashire BL6 6DE, England

Salary

£23,000 per annum

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are looking for a Customer Service Advisor to join a dynamic Mortgage Case Management team in Horwich, Bolton.
  • The position offers a starting salary of £23,000, which increases to £25,000 after probation, along with an average monthly bonus of £400-£500.
  • Candidates should have proven experience in a regulated, KPI-driven role, ideally within the mortgage industry.
  • The role includes managing second charge mortgage applications, underwriting cases, and communicating with customers and third parties.
  • The company provides an excellent benefits package, including rising holiday entitlement, private healthcare, and various fun perks.
We are recruiting for a Customer Service Advisor to join an award winning brokers in Horwich, Bolton. You will be working in their dynamic Mortgage Case Management team, processing cases to completions. You will enjoy a starting salary of £23,000 rising to £25,000 with an average £400-£500 in bonus per month. Along with an excellent benefits package - from a rising holiday entitlement, private healthcare with Vitality Health, and fun perks like 'Freebie Fridays' and your birthday off every year.Our client is a leading financial services company, renowned for their integrity, professionalism, and exceptional customer satisfaction. They specialise in First Charge Mortgages, Second Charge Mortgages, Equity Release, Insurance, and Bridging Loans. As a Customer Service Advisor you'll:
  • Managing a pipeline of second charge mortgage applications through to completion.
  • Reviewing new cases and accurately underwrite them according to lender criteria.
  • Handling all necessary administrative tasks.
  • Communicating with customers both in writing and verbally throughout the process.
  • Requesting required information from third parties such as mortgage companies, solicitors, and surveyors.
Package and Benefits:The Customer Service Advisor will enjoy:
  • Annual salary of £23,000, rising to £25,000 after probation.
  • Monthly bonus - average of £400 - £500pm
  • Rising holiday entitlement up to 30 days (excluding bank holidays).
  • Private Healthcare with Vitality Health.
  • Death in service cover.
  • 12 flexible WFH days per year.
  • Fee-free Fluent products for friends and family.
  • Regular social and charity events.
  • Onsite food provision and restaurant facilities.
  • Free tea, coffee & fresh fruit daily.
  • 'Freebie Fridays' on the first Friday of every month.
  • Cycle to work scheme.
  • Access to stimulating training & development.
  • In-house leadership academy for future leaders.
  • Great location close to transport links.
  • Free parking onsite.
The ideal Customer Service Advisor will have:
  • Proven experience working in a regulated, KPI driven role
  • Must want to work within the mortgage industry
  • Proven experience working in a similar role
If you have experience as a Customer Service Advisor OR Administrator, Mortgage Advisor, Mortgage Processor, Loan Officer, Mortgage Underwriter, or Financial Services Administrator, you might find this First Charge Mortgage Case Manager role particularly appealing.Ready to take the next step in your career as a First Charge Mortgage Case Manager? Join our client’s team and be part of a culture that values teamwork, innovation, and job satisfaction. Apply now and make a difference in the financial services industry! Alternatively please call Jenni Lunt on for more information. JL_FIN''

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.