Mortgage Customer Account Co-ordinator

at  Pure Retirement

KEY OUTPUTS

• Package and complete full assessment checks on applications for further borrowing for all funders
• Package applications for customers wanting to port their mortgage to another property for all funders.
• Manage any Broker KFI requests
• Carry out Tenants in Common checks for further borrowing
• Manual plan reviews
• Manage further borrowing pipeline report ensuring all customer accounts are fully up to date
• Support the Customer Account Managers in maintaining and managing the Customer Account email Inboxes
• Manage emails in the CAM Co inbox.
• Process any incoming post that supports any further lending or Porting of current Mortgage (ID, Bank details, Insurance details)
• Uphold the core values of Pure Retirement.
  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.