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Mortgage Customer Service Representative
2 months ago
About the Role:
In this exciting position, 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 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.
- Matchmaking for Mortgages: Connect clients with the most suitable financial products and services offered by our in-house financial advisors, fostering a seamless customer journey.
- Growth Through Collaboration: Utilize your sales acumen to upsell or cross-sell relevant mortgage products, increasing client satisfaction and generating new business opportunities.
- Champion of Efficiency: Manage remortgage leads effectively, ensuring timely communication through emails and phone calls to maximize appointment bookings.
- Data & Documentation: Maintain accurate client databases and track booked appointments, adhering to all removal requests and data protection regulations.
- Client Nurturing: Stay in touch with assigned clients throughout their mortgage journey, providing ongoing support and passing qualified leads to our financial advisors for further action.
Essential Skills:
- Communication Maestro: Possess exceptional communication skills, both written and verbal, to build rapport and develop trust with clients.
- Relationship Builder: Thrive in building and maintaining strong client relationships, fostering a sense of loyalty towards the brand.
- Team Player: Demonstrate a collaborative spirit and willingness to work alongside colleagues to achieve departmental goals.
- Analytical Advantage: Utilize strong analytical skills to identify growth opportunities within our CRM system, ensuring optimal client service.
- Tech-Savvy: Proficiency in Microsoft applications and CRM management systems is essential.
- Learner's Mindset: Enthusiastic about continuous learning and development, working towards your CeMAP qualification (advantageous).
Benefits:
- Competitive salary package - £24,000 basic + bonuses, OTE £28,000
- Pension, life assurance, and other benefits
- Supportive and collaborative work environment
- Opportunity for professional growth and development
- Be part of a leading brand in the financial services industry
