Mortgage Relationship Manager

3 weeks ago

Camberley, Surrey, United Kingdom Dynamo Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our Mortgage processing team as a Client Relationship Specialist. As a key member of our team, you will play a vital role in generating opportunities for mortgage consultants, managing inbound lead flow and distribution, and providing exceptional post-sale support to our clients.

Main Responsibilities
  • Contact and manage potential clients through various channels, including our CRM systems and other communication methods.
  • 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.
Requirements
  • 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).
What We Offer
  • 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.

Dynamo is a telephone-based mortgage and insurance broker assisting customers across the UK. We are a wholly-owned subsidiary of Connells Group – the largest high street estate agency and property services provider in the UK employing over 16,000 staff. Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity.

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