- The ability to adapt and remain versatile
- A strong emphasis on collaboration and team spirit
- The skill to interpret procedures to guarantee excellent customer service
- The capability to clearly convey information for others' ease of comprehension.
- Acting as the main contact for questions concerning product change mortgage applications.
- Providing timely, precise, and suitable responses to inquiries.
- Working closely with different internal teams and Mortgage Advisers to keep them updated on case status and to resolve any issues that arise.
- Actively engaging with current customers to enhance the product change pipeline and reminding them of imminent product expiration dates.
- Efficiently entering, updating, and maintaining data within internal and external systems.
- Independently managing applications and addressing related tasks.
- Chasing any outstanding documentation, reports, and information required to advance applications.
- Coordinating valuations and communicating with valuers to ensure smooth processes.
- Conducting final checks before the completion of applications.