Client Triage for Mortgages

3 months ago

Hampshire, United Kingdom OneDome Full time

**Company Information**:
**CMME Mortgage and Protection Limited is a well-established specialist mortgage brokerage and financial services provider in the UK. We offer expert advice and bespoke mortgages, arranging around £800m worth of mortgages per year representing circa 0.35% of the entire mortgage market. Since our launch in 2004, we have been dedicated to supporting Britain's growing community of independent professionals - ambitious, enterprising people, who've backed themselves to make their own way in life.**:
**OneDome also acquired CMME Group's wealth management unit, Contractor Wealth Management Limited, a wealth management business with £130M of assets under management. CMME's 65-strong team will join the OneDome Group as part of this transaction.**:
**OneDome, an award-winning next generation property marketplace (one stop shop housing ecosystem) and market disruptor acquired CMME Mortgage and Protection Limited from CMME Group. The acquisition allows OneDome to significantly increase its mortgage brokerage capability and service clients.**:
**Our goal is to challenge market norms and to reshape the property industry to better reflect the consumer demands of the 21st century.**:
**We are growing as a business and as such we are seeking entrepreneurial and collaborative individuals who are simplifiers We need our people to help us work towards our mission of revolutionizing home moving.**:
**Roles and Responsibilities**:
**This role is integral to the business and will provide an increase in qualified enquiries for Mortgage, Protection and Wealth Advisers.**:
**This individual will be the first point of contact for new customer leads and therefore we are looking for an excellent communicator who can leave a lasting impression of the Company.**:
**The individual will engage with clients on a deeper level, to establish their needs and to introduce the lead to the Client advisers for live call transfer or appointments.**:
**Responsibilities include**:

- Being at the forefront of the company's client services department,
- Engaging with customers directly to establish their needs and triage to the most appropriate area of the business - mortgage/protection/wealth advisers/marketing etc,
- Validating and filtering new customer enquiries,
- Build technical knowledge to provide an enhanced level of customer service and triaging to new customer enquiries.
- Assume responsibility for contacting existing clients and getting them booked in for their renewal call with their adviser.
- Efficiently manage inbound calls.
- Deliver an exceptional client service to all our clients and put them at the heart of everything we do.

**Qualifications, Skills and Experience Requirements**:

- The individual will have a strong client focus and exceptional interpersonal skills to be able to build relationships across the CMME/CW business.
- Professional, engaging with the ability and confident to resolve issues pro-actively.
- Service and sales competence with the ability to influence when required.
- Excellent communication skills - active listening skills are essential.
- Be able to complete work to a high standard within agreed service standards.
- Highly organized with the ability to work under pressure.
- Ability to make effective decisions and take initiative.
- Self-motivated, driven and ambitious.
- Previous Client engagement experience.
- Previous regulatory or financial service industry is desirable.

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