Job description
Established in 2000, Octopus is a group of businesses investing in people, ideas and industries that change the world. You can learn more about us at octopusgroup.com.
At Octopus Investments, we're experts in financial services and we’re also a certified B Corp, meaning we care as much about the impact of our investments as the returns they generate. Today we manage more than £12.4* billion on behalf of retail and institutional investors.
- Funds Under Management data includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of 30 September 2022
Octopus Real Estate
Octopus Real Estate, part of certified B-corp Octopus Group, is a leading UK specialist real estate investor. With over £3.7 billion under management, we focus on property lending and healthcare. The property lending team provides bespoke, customer focused financing solutions across the residential, commercial and development sectors. The team has lent more than £5.7 billion across over 4,100 loans, providing competitively priced financing throughout the UK and spanning the property investment lifecycle, with loans typically ranging from £100,000 to £50 million.
Job Purpose
As a Customer Specialist, you care deeply about the customer journey. You strive to deliver outstanding customer support through pre and post-loan completion, whilst taking ownership of maintaining accurate and complete data in our systems. This role offers a great starting point for a career in Real Estate, with a number of potential career pathways you could explore.
What you'll do
- Undertake all data processing and inputting pre and post-completion and as required to underpin the smooth running of the customer function
- Carry out KYC and AML checks to produce application packs and monitoring of KYC/AML ongoing screening alerts
- Deliver a best-in-class customer experience for live loan holders
- Pro-actively communicate with our borrowers and brokers during the life of a loan
- Monitor existing loans, including payment performance, arrears management and recommending strategies for any default cases
- Identify the need to and then instruct solicitors, receivers, administrators and other third parties
- Produce forecasts of redemption activity and liaise with the finance department accordingly
- Work with credit and other third parties to agree on part releases of security and extensions to client’s loans
What you'll bring
- A genuine drive to deliver exceptional customer journeys
- The ability to collaborate well with peers across multiple teams
- Strong organisational skills and attention to detail
- A desire to continually improve our processes by suggesting improvements
- Used to working within a fast-paced environment with an ability to prioritise tasks from a high work-flow
- Exceptional interpersonal skills and willingness to work as a team
Additional Information
What we offer
A competitive salary, bonus, pension and share incentive plan
✈️ Take what you need holiday
Flexible working
- Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more
❤️ Life insurance, critical illness cover and income protection
Private medical insurance for you and your family
Electric vehicle leasing
The option to work overseas up to a month per year
Our Values
At Octopus we don’t just focus on what we do but also how we do it. Everyone shares our values of being straightforward, helpful and bold.
We’re committed to creating a diverse and inclusive employee experience for all. We promote equal opportunities for growth and development regardless of race, gender, religion, sexual orientation, age, disability, or socio-economic background. We believe strongly that teams are at their best when every member of the team feels safe to bring their whole self to work.