This is a fantastic opportunity for a confident and enthusiastic individual to contribute to our successful, growing company as an administration assistant in Mortgage Customer Account Servicing team. Work for our industry award winning company and build your career in financial services!
Pure Retirement was founded on the belief that everyone deserves to enjoy their later years
A specialist mortgage lender to the Equity Release market, we offer products that provide simple and straight-forward solutions for use in effective retirement planning.
Winners of the Equity Release Award for Best Provider for Adviser Support for three years running, and Yorkshire's number one fastest growing business for 2018, we work with over 2000 registered advisers to provide a first class service to customers with products tailored to their needs.
At Pure we are committed to exceptional standards of performance, continually improving and developing our business through the colleagues we employ
Awarded a Gold standard 'Investors in People' accreditation, we are firmly geared up to build on our successes and grow our business with talented additions to our ever-evolving team.
We are a friendly, professional and dynamic place to work. If you would like to be part of our award winning culture and demonstrate our values of 'honesty', 'simplicity' and 'responsibility', we would love to hear from you.
We recognise that people experiencing mental ill health continue to report stigma and discrimination at work, and we are committed to creating a supportive and open culture, where colleagues feel able to talk about mental health confidently, and aspire to appropriately support the mental wellbeing of all staff.
Reports to
Customer Account Team Manager
Location
Thorpe Park Leeds, LS15
Benefits
- 25 days holiday with the option to buy or sell up to 5 days holiday per year
- Birthday off
- Monthly bonus scheme
- Cash healthcare plan
- Auto enrolment pension scheme
- Learning & Development programme
- Life assurance
- Flexible working options
- Volunteering days
- Bike to work scheme
- Gym discounts
Hours of work
37.5 hours per week (hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role).
The Role
Overview
To support the Customer Account Servicing Department to deliver first class customer service.
Key Outputs
Assisting Customer Account Servicing Department in general administration duties including:
- Opening all post and distributing it to relevant teams within the department
- Daily franking of post
- Completing pre-assessment checks for further borrowing
- Entering further borrowing title update information onto customer accounts
- Scanning customer correspondence onto the customers files
- Packaging new customer application requests for additional borrowing
- Daily outgoing 100% post checks
- Package and post manual annual statements
- Entering property insurance renewal details onto customer accounts
- Outbound calls to manage customer accounts post completion to ensure the property is occupied as part of our mortgage terms and conditions
- Prepare and send out subject access request that are received from existing customers
- Locate customer deeds
- Complying with company standards and policies, e.g. Data Protection, Financial Crime, Treating Customers Fairly, and Complaints Procedure etc.
- Other ad hoc administrative duties as required
This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.
The Person
Overview
A presentable and organised individual with a keen work ethic. An effective communicator, able to deal with colleagues in a professional manner which is confident, open and honest. Must have the ability to prioritise and work to strict deadlines and be a self-starter with a positive attitude.
Skills & Experience
Mandatory
- Proficient in the use of Microsoft Office applications
- Good communication and relationship building skills
- Highly organised with strong attention to detail
- Able to multi-task and prioritise work appropriately
- A keen work ethic and a customer focused approach
Desirable
- Previous experience of working in an administrative role
Qualifications
Mandatory
- GCSE (or equivalent) Maths and English grade C or above
