This role is primarily responsible for managing and progressing Product Switch cases from enquiry through to completion, ensuring all activity is in line with the firm’s lending criteria, policies, and procedures. Alongside this, the role also provides support to the wider Servicing function, covering day-to-day customer account management and operational tasks during periods of reduced product switch demand.
Help with tasks in the Primary Servicing Team if required. The list below is not exhaustive, and the duties are liable to change from time to time in line with the needs of the department.
Dealing with all calls, post and emails effectively and to within agreed SLAs
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
Ensuing all Printing is undertaken and sent within agreed SLAs
Dealing with E-DS1 Upload, Payment Holiday Overpayments Exit & Refunds - Credit Arrears Report.
Dealing with Solicitors Missing Title Registrations
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.
Assisting the team with any Phoebus or system(s) Testing
Assisting the Senior Servicing Manager & Head of Group Servicing to ensure the effective operation of the Servicing Team.
Taking Calls from customer and third parties to assist in the administration of their loans and any queries they may have.
