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Re-mortgage Case Assistant

Posted 31 January by SF Group Easy Apply Ended

This is a fantastic opportunity to join a growing business based in the centre of Leeds, our client is a growing law firm and are seeking Customer Service Advisors to join their re-mortgage team. This is a busy role where you will be responsible for supporting the re-mortgage case managers, dealing with customer queries and assisting them achieve their completion dates. The successful candidate will have strong communication skills, both written and verbal along with previous experience of working in a busy and demanding customer service role.

Duties will include:

  • Work closely with case managers supporting them in progressing re-mortgage files from instruction to file closure
  • Support the case executive by being a point of contact for inbound calls and emails from customers/clients/third parties
  • Make outbound contact by telephone or email to ensure customers are introduced to our service and all parties to the re-mortgage are pro-actively updated throughout the transaction
  • Liaise with relevant parties to chase any outstanding documentation/information to enable progress of the case in line with client service level agreements and internal targets
  • Ensure relevant systems and files are updated on a regular basis
  • Deal with any ad-hoc tasks as required
  • Make case executives aware of potential problems/complaints on files and deal with difficult situations in a confident and highly professional manner
  • Review documents and update the case management system with relevant information
  • Review files to ensure all necessary information is obtained in order for a completion date to be arranged
  • Work to department, team and individual targets in line with client service level agreements
  • Flexible working to cover opening hours to ensure our customers are provided with an excellent journey during their re-mortgage
  • Share knowledge and experience with colleagues as appropriate


  • Team player
  • Excellent written and verbal communication skills
  • Good organisation skills
  • Ability to work in fast paced environment
  • Ability to prioritise and use initiative
  • Excellent customer service skills
  • Great attention to detail
  • Minimum of 5 GCSEs grades A-C


  • Previous experience working in a re-mortgage department
  • Experience of handling change
  • Working knowledge of MS Office
  • Packages including Word, Excel & Outlook
  • Experience of working on behalf of clients
  • Experience in customer facing environment

Reference: 34363140

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