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Mortgage Customer Services Representative

2 months ago

Leeds, United Kingdom BDM Recruitment Full time

Mortgage Customer Services Representative - Retain & Grow Our Valued Clients (Leeds)

Do you thrive on building relationships and helping people make informed financial decisions? Are you a natural communicator with a passion for exceeding customer expectations? BDM Recruitment, on behalf of one of West Yorkshire's most recognised brands, is seeking a highly motivated Mortgage Customer Services Representative to join our dynamic team in Leeds.

About the Role:

In this exciting role, you'll play a pivotal role in fostering long-term relationships with our existing mortgage customers. Leveraging your excellent communication skills and positive attitude, you'll proactively reach out to clients, understand their evolving needs, and introduce them to our latest products and services. With a focus on client satisfaction and strategic thinking, you'll identify valuable growth opportunities within our CRM system, ensuring our valued customers remain happy and well-served. This role is ideal for someone who is looking to complete their CeMAP qualification and thrives in a fast-paced, telephone-heavy environment.

Key Responsibilities:

  • Become a Client Champion: Actively engage with existing mortgage customers, conducting needs assessments and exploring opportunities for better serving their financial goals.