Product Switch Account Manager

Stellar Select; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency is looking for a Product Switch Account Manager to manage product switch cases from enquiry through to completion. The ideal candidate will have experience in financial services, exceptional attention to detail, and strong organisational skills. This position is based in Watford and offers a range of benefits including a contributory pension scheme and private healthcare.

Benefits

Contributory Pension scheme

Private Medical Healthcare

Life Assurance

20 days annual leave with bank and public holidays on top

Superb development opportunities

Qualifications

• Proven experience in financial services, ideally in product transfers, underwriting, or account management.
• Ability to manage workload independently while contributing effectively within a team.

Responsibilities

• Proactively manage a pipeline of Product Switch cases through to completion.
• Ensure applications are assessed accurately and in line with policy.
• Liaise with customers and third parties to resolve queries.

Skills

Attention to detail

Organisational skills

Negotiation skills

Relationship management skills

Job description

Job Title

Product Switch Account Manager

Location

Watford

Salary

Confirmed on application

Hours

Monday to Friday 9 am to 5.30 pm

Benefits

• Contributory Pension scheme
• Private Medical Healthcare
• Life Assurance
• Dental Plan
• Free eye tests
• Annual leave purchase scheme
• Social events
• Refreshments
• 20 days annual leave with bank and public holidays on top
• Perk box
• Superb development opportunities

About the position of Product Switch Account Manager

As a Product Switch & Servicing Specialist, you\'ll take ownership of a pipeline of product switch cases from enquiry through to completion, ensuring every application meets lending criteria and is handled with care. Alongside this, you\'ll support the wider servicing team with day-to-day account management and operational tasks, keeping customer experience seamless. We\'re looking for someone with proven experience in financial services, ideally in product transfers, underwriting, customer service, arrears management or account management, who combines strong organisational skills with exceptional attention to detail.

Responsibilities for the role of Product Switch Account Manager

• Proactively manage a pipeline of Product Switch cases through to completion or decline.
• Ensure applications are assessed accurately and in line with policy.
• Liaise with customers and third parties to resolve queries and progress cases efficiently.
• Help with tasks in the Primary Servicing Team if required.
• Submitting of BACS files and actioning any unpaid direct debits or payments.
• Scanning Title updates to files
• Actioning all Deed of Postponement, Easement requests to completion
• Dealing with E-DS1 Upload, Payment Holiday Overpayments Exit & Refunds - Credit Arrears Report.
• Dealing with Solicitors Missing Title Registrations
• Dealing with CRA Return (CAIS)
• Checking and Actioning any Accounts in Credit at month end (From the Daily Arrears report) and updating the Senior Servicing Manager on any cases.
• Actioning the Monthly Consolidation Refunds from Finance
• Adhering to the Invoice Process to check and pass for payment any invoices. (subject to mandate).
• Assisting the Senior Servicing Manager & Head of Group Servicing to ensure the effective operation of the Servicing Team.

Experience and skills required for the role of Product Switch Account Manager

• Attention to detail with a logical, organised approach.
• Ability to manage workload independently while contributing effectively within a team.
• Strong negotiation and relationship management skills.
• Previous financial services experience (underwriting, product transfers, customer service, arrears, or account management) is desirable.

For more information regarding the role of Product Switch Account Manager please get in touch with us.

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.