- The ability to adapt and remain flexible in a dynamic environment
- A collaborative approach and strong team spirit
- A keen understanding of processes to ensure outstanding customer service
- The ability to communicate information in a clear and concise manner
- Acting as the main point of contact for queries regarding mortgage product change applications
- Delivering prompt, precise, and appropriate responses to customer and adviser inquiries
- Liaising with various internal teams and Mortgage Advisers to provide updates on application progress and address any challenges
- Proactively engaging with existing clients to encourage product change applications and remind them of impending product expirations
- Ensuring accurate data entry, updates, and maintenance within internal and external systems
- Managing applications independently while handling related administrative duties
- Following up on any outstanding documents, reports, or information needed to progress applications
- Arranging property valuations and coordinating with valuers to facilitate smooth processing
- Conducting final reviews before applications are finalised