Mortgage Relationship Specialist

3 weeks ago

Camberley, Surrey, United Kingdom Dynamo Full time
About Dynamo

Dynamo is a leading telephone-based mortgage and insurance broker, assisting customers across the UK. As a wholly-owned subsidiary of Connells Group, we pride ourselves on delivering exceptional customer service and providing innovative solutions to meet our clients' needs.

Job Title: Client Relationship Specialist

We are seeking a highly motivated and customer-focused individual to join our Mortgage processing team as a Client Relationship Specialist. In this role, you will be responsible for generating opportunities for mortgage consultants, managing inbound lead flow and distribution, managing renewal activity, and providing exceptional post-sale support to our clients.

Main Responsibilities:
  • Contact and manage potential clients through various channels, including our existing CRM systems and other as required
  • Contact and qualify leads through phone calls, emails, and other communication methods
  • Update a database of leads and prospects for future reference
  • Collaborate with sales to assist with effective lead generation
  • Provide exceptional customer service to clients
  • Manage and prioritize multiple tasks and projects to meet deadlines
  • Ability to work across other business departments and assist with other tasks as required
Skills and Experience:
  • Being driven and self-motivated
  • Good telephone manner, strong relationship building, and customer service skills
  • Ability to use your own initiative and problem-solve quickly and efficiently
  • Outstanding communication skills at all levels, both written and verbal
  • IT literate (MS Office, Excel, and Outlook)
Benefits:
  • Up to 10% discretionary bonus, annual
  • 23 days annual leave from day 1, plus bank holidays, rising to 28 days with length of service
  • Company sick pay, after probation
  • Aviva Digicare+, including annual health check-up/blood test, 24/7 access to remote NHS GP, and nutritional and mental health services
  • Perks at Work – Discounts on products and services, including electrical and travel
  • Discounts on estate agency, mortgage, conveyancing, and surveying services
  • Access to Lifeworks 24hr, 7 days per week Employee Assistance Programme
  • Nuffield Gym discount – 20% on memberships at Nuffield Health & Fitness clubs across the UK
  • Company Pension and Day 1 Life assurance for all colleagues

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