Product Switch Account Manager

Job Title:

Product Switch Account Manager

Location:

Watford - Office Based

Salary:
Up to £34,000

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 Over payments 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:

Previous financial services experience (underwriting, product transfers, customer service, arrears, or account management).
Strong customer service and telephone handling skills.
Strong written and verbal communication skills.
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.

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