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Mortgage Customer Service Specialist

2 months ago

Leeds, Leeds, United Kingdom BDM Recruitment Full time

Mortgage Customer Service Specialist - Foster Long-Term Relationships with Valued Clients

Are you a skilled communicator with a passion for building strong relationships and helping people make informed financial decisions? Do you thrive in a fast-paced, telephone-heavy environment and have a natural ability to identify valuable growth opportunities for our clients?

About the Role:

In this exciting role, you'll play a pivotal part 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 financial 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.

Key Responsibilities:

  • Become a Client Champion: Actively engage with existing mortgage customers, conducting needs assessments and exploring opportunities for better serving their financial goals.
  • Identify Growth Opportunities: Utilize our CRM system to identify valuable growth opportunities for our clients and introduce them to our latest financial products and services.
  • Develop Strong Relationships: Foster long-term relationships with our existing mortgage customers, leveraging your excellent communication skills and positive attitude to build trust and loyalty.
  • Stay Up-to-Date: Stay current with industry trends and developments, ensuring our clients receive the best possible service and advice.

About BDM Recruitment:

BDM Recruitment is a leading recruitment agency specializing in the placement of skilled professionals in the financial services industry. We pride ourselves on our ability to match top talent with exciting career opportunities, and we're committed to helping our clients achieve their goals.