- The ability to be flexible and adaptable in a changing environment
- A team-focused mindset and a collaborative approach
- The aptitude to interpret processes to ensure superior customer service
- The capability to articulate information in a clear and understandable manner
- Serving as the primary contact for queries related to product change mortgage applications
- Providing prompt, accurate, and appropriate responses to customer and adviser inquiries
- Collaborating with various internal departments and Mortgage Advisers to keep them informed about application progress and resolve any challenges
- Proactively engaging with existing clients to drive product change applications and remind them of upcoming product expirations
- Accurately inputting, updating, and managing data within internal and external platforms
- Managing applications independently and handling associated administrative tasks
- Following up on any missing documents, reports, or information required for applications to proceed
- Organising valuations and liaising with valuers to ensure seamless processing
- Carrying out final checks before applications are completed