Customer Service Advisor

Saffron Building Society; Bishop's Stortford; Hybrid; GBP 26,000 - 27,000; Full time

Benefits offered by this job

Hybrid working

33 days holiday including bank

Bonus scheme

Pension and life assurance

Health benefits

Job summary

Saffron Building Society is seeking a Customer Service Advisor - Mortgages to support existing mortgage members with retention options and to manage inquiries by phone and email. You will produce mortgage illustrations, issue offers, and keep cases progressing in a collaborative team environment.

Hybrid working is available after training, with a greater office presence required early on. Prior mortgage or financial services experience is advantageous but not essential; strong customer service,

Qualifications

• Mortgage illustrations, issuing offers and keeping cases progressing.
• Processing product switches and retention administration accurately.
• Completing scripted, non-advised interactions around retention options and contract variations.
• Identifying when customers may need advice or additional support and referring them appropriately.
• Working collaboratively to deliver positive customer outcomes.

Responsibilities

• Support existing mortgage members with retention options and inquiries by phone and email.
• Produce mortgage illustrations and issue offers to keep mortgages moving.
• Handle product switches and retention admin accurately.

Skills

Customer service

Mortgage knowledge

Phone and email handling

Attention to detail

Tools

CRM software

Microsoft Office

Job description

As a Customer Service Advisor - Mortgages, you'll support existing mortgage members with their retention options, helping them through the process while delivering excellent customer service., Managing customer and broker enquiries by phone and email

• - Producing mortgage illustrations, issuing offers and keeping cases progressing
• - Processing product switches and retention administration accurately
• - Completing scripted, non-advised customer interactions around retention options and relevant contract variations
• - Identifying when customers may need advice or additional support and referring them appropriately
• - Working collaboratively across the team and wider Society to deliver positive customer outcomes

hybrid working following the training period, agreed with your line manager. A greater office presence will be required during your first

You'll be friendly, organised and accurate, with the confidence to communicate effectively with customers and a genuine commitment to great service.

You'll enjoy following processes, keeping cases on track and working as part of a supportive team. Mortgage or financial services experience would be advantageous but isn't essential - strong customer service experience, a positive attitude, curiosity and willingness to learn are equally valued.

About Saffron Building Society:

Saffron Building Society is focused on Building Happy for its members, colleagues and communities. They promote a collaborative and inclusive culture where individuality is respected and people are supported to develop and deliver the service their members deserve.

to join their team in Saffron Walden, Essex. This is a full-time, permanent position, working 9am-5pm, with hybrid working to be agreed with your line manager following training.

Salary: £26,000-£27,000 per annum

Benefits: 33 days' holiday including bank holidays, buy/sell holiday scheme, performance-dependent annual bonus, pension with 5% employee and 8.5% employer contributions (subject to eligibility and T&Cs), salary sacrifice schemes, health and dental benefits, life assurance and income protection.