Case Update Assistant at OSB Group
Fareham PO15 7AD, , United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

19 Jul, 25

Salary

24000.0

Posted On

20 Apr, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Telephone Manner, English

Industry

Outsourcing/Offshoring

Description

About the team:
The Broker Liaison Team for Interbay Commercial, based in Fareham, is an integral part of Sales Support, providing a point of contact between Intermediaries and our lending assessors.
About Us:
As a case update assistant, you will have the opportunity to take pre-application and post-application calls from mortgage intermediaries who may require updates to their case in progress, resolving any queries they may have, and you will be required to check their progress on submitting essential documents within the required timescales. You will liaise with the underwriting and completions teams where necessary to progress cases onwards.
This is a great opportunity for a talented individual with strong attention to detail and customer service skills who is looking for their first step into financial services. We have a supportive team who will provide guidance on the processes and products to the right person who is motivated and focussed on supporting our existing brokers.

Your responsibilities will include…

  • Supporting the Broker Journey by responding to case update queries from Brokers via all communication methods, always maintaining excellent customer service standards.
  • Receiving calls regarding case updates, provide information to the broker and deal with any queries that they have effectively and provide excellent customer service.
  • Updating intermediaries on the status of their client’s applications; provide clear and concise communication as required and on a timely basis.
  • Dealing with calls and emails, to internal and external contacts on outcomes as required.
  • Ensuring that the daily activities are processed and administered correctly and in line with agreed SLAs.

What you will be doing:

We offer a base salary of £23,000-£24,000 dependent on experience and a competitive benefits package including:

  • Enhanced family-focused benefits
  • Hybrid-working *3 days in the office, 2 days at home.
  • Annual bonus opportunity

Please use this link to see the fantastic benefits available at OSB: OSB Careers
In return for your commitment:
OSB Group is a specialist mortgage lender and retail savings bank. Alongside passion for our products and customers, we’re passionate about our people and want to continue building a collaborative and engaging environment!
Could you be the one?:

We are looking for talented individuals who have the experience and knowledge set out below:

  • Previous experience in a customer service environment with a confident telephone manner is desirable.
  • Attention to detail is essential.
  • GSCE/GCE qualifications in both maths and English are essential.

What to do next:
Interested? Apply now! Still considering? Hear from our team or learn more about our recruitment process: OSB Careers
We believe in a personalised and inclusive approach, ensuring the process is relevant and conversational. If you need any adjustments or support, we’re here to make sure you can show your best self.

Responsibilities
  • Supporting the Broker Journey by responding to case update queries from Brokers via all communication methods, always maintaining excellent customer service standards.
  • Receiving calls regarding case updates, provide information to the broker and deal with any queries that they have effectively and provide excellent customer service.
  • Updating intermediaries on the status of their client’s applications; provide clear and concise communication as required and on a timely basis.
  • Dealing with calls and emails, to internal and external contacts on outcomes as required.
  • Ensuring that the daily activities are processed and administered correctly and in line with agreed SLAs
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