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Customer Service Representative – Mortgage & Savings Administration | 27,000– 29,000 per annum
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Customer Service Representative – Mortgage & Savings Administration | £27,000–£29,000 per annum
Job summary
A financial services organization in Epsom seeks a Customer Service Representative for Mortgage & Savings Administration. The role involves providing support for mortgage accounts, managing complex cases, and maintaining administrative accuracy. Candidates should have strong customer service skills and relevant administrative experience. This full-time position includes benefits like a company pension and professional development support.
Benefits
Qualifications
- Proven experience in administration, ideally in financial services.
- Calm and professional under pressure.
- Strong communication skills required.
Responsibilities
- Deliver high-quality support for mortgage and savings accounts.
- Manage administration for complex mortgage cases.
- Prepare clear customer-focused correspondence.
Skills
Education
Family Building Society is seeking a compassionate and detail-oriented Customer Service Representative to join its Mortgage & Savings Administration team. This full-time role offers a supportive work environment, hybrid flexibility, and opportunities for professional development.
Job Title: Customer Service Representative – Mortgage & Savings Administration
Company: Family Building Society
Location: Epsom, Surrey KT17 4NL (Hybrid after probation)
Salary: £27,000–£29,000 per annum
Contract Type: Permanent
Job Reference: Not specified
Closing Date: Rolling – early applications encouraged
Family Building Society is a forward-thinking financial services organisation with a strong focus on customer care, innovation, and teamwork. With around 250 employees at its Epsom headquarters, the Society is committed to growth and values-driven service.
You’ll deliver high-quality support for mortgage and savings accounts, handling complex cases with professionalism and empathy. The role involves customer interaction, administrative accuracy, and collaboration across teams to ensure seamless service delivery.
- Provide empathetic support for complex mortgage cases and sensitive customer situations
- Manage administration for Buy to Let, Transfer of Equity, Interest Only mortgages, and other schemes
- Handle deceased customer accounts, Powers of Attorney, and third-party authorities
- Prepare clear, customer-focused correspondence and documentation
- Manage mortgage arrears processes and reporting
- Support system and product testing
- Ensure compliance with policies and procedures
- Collaborate with internal teams and external stakeholders
- Proven experience in administration (ideally in financial services)
- Strong customer service and communication skills
- High attention to detail and accuracy
- Calm and professional under pressure
- Strong organisational and time management skills
- Proficiency in Microsoft Excel and data analysis
- GCSE grades above C in English and Maths
- Right to work in the UK
- Experience handling sensitive financial cases
- Analytical mindset and proactive approach
- Team-oriented with coaching and support capabilities
- Company pension
- Free parking permit
- Free tea, coffee, and fruit
- 25 days holiday (increasing to 28 with service)
- Support for professional study and development
- Do you have the right to work in the UK?
- Do you have GCSE grades above C in English and Maths?
Family Building Society welcomes you to explore additional career and scholarship opportunities through our official channels. Apply now and take the next step in your professional journey.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.