Customer Portfolio Administrator

Customer Portfolio Administrator - Epsom - £25,000-£27,000 + Incredible Benefits - Hybrid role!

Are you an organised, detail-oriented professional with a knack for building relationships and working independently? We're looking for a Customer Portfolio Administrator to join a small, dynamic team where you'll play a key role in supporting the company's customers and liaising with internal departments like Customer Service, Legal, and more.

This is an ideal position for someone with strong administrative experience, excellent communication skills, and a passion for connecting with people across all levels. You'll thrive here if you're proactive, confident on the phone, and comfortable managing your own workload in a flexible, supportive environment. If you're excited to work closely with colleagues and customers alike, while gaining exposure to diverse areas of the company's organisation, we'd love to hear from you!

What You'll Be Doing:

• Supporting Managers with often complex Lifetime Mortgage administration
• Supporting Managers and colleagues with all aspects of both pre & post meeting administration, including letter writing, phone calls, emails & identifying & updating relevant data as required.
• Undertake and support the Managers with research and preparation of all forms of Management Information, including team, management and board reports as necessary.
• Undertake and support the Manager and colleagues with the administration of Lifetime Mortgage accounts including the provision of any necessary statistical information and an understanding of the legal recovery procedures in line with laid down procedures when redemption of the mortgage is required.
• Prepare and issue standard or bespoke letters / email responses to Lifetime Mortgage customers as appropriate.
• Responsible for the ongoing administration and contact strategy for all building insurance mailing including the accurate maintenance of spreadsheets and the society's records as necessary.
• Assist with the training of colleagues as required.
• Liaise with and maintain professional business relationships with third parties as required e.g., solicitors & estate agents.
• Attend Internal or External meetings as required.
• Undertake any other related tasks requested by the Manager, Customer Portfolio, or his/her Line Superiors.

Skills:

• Strong accuracy & attention to detail
• Remain professional, patient & calm under pressure - focussed and able to work independently.
• Good organisational skills, time management and the ability to prioritise workloads.
• Good communication skills in all formats (telephone, email, letter, face-face)
• Demonstrate good use of initiative and confidence in decision making and recommendations.
• Confidence and ability to create and maintain good relationships and interaction with colleagues & customers.
• Ability to learn new skills and adapt when required.
• Good analytical skills and ability to research and investigate to collate accurate data from various sources including internet sources.
• Good Excel skills and experience, with the ability to create and maintain spreadsheets and prepare MI including graphs.

About You:You're an admin whiz with a passion for customer service and team collaboration with love for multitasking and spinning multiple plates at one time. You're comfortable working within FCA guidelines independently and within a team and enjoy staying organised while balancing multiple priorities. Bonus points if you've got experience in financial services!

Perks You'll Love:The company believes in rewarding hard work. The perks package is designed to make you feel valued, both in and out of the office:

• Up to 16% Pension Contribution
• 23 days holiday, rising to 27 with length of service (plus Bank Holidays).
• Local Parking Permit
• Discretionary Bonus - based on company and individual performance.
• Company Social Events
• Perkbox Membership
• Bupa Private Medical Insurance
• Professional Study Support
• Volunteer Day
• Life Assurance (4x salary)
• Season Ticket Loan & Hybrid Working Options
• And plenty more, including income protection, staff prize draws, and the option to buy/sell holiday!

Ready to Join the team?If this sounds like your kind of role, don't wait-Apply Today!

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.