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Mortgage Lead Specialist

1 month ago

Colchester, Essex, United Kingdom haart Full time

About the Role

We are seeking a highly motivated and results-driven Mortgage Lead Specialist to join our team at haart. As a Mortgage Lead Specialist, you will be responsible for generating leads and converting them into mortgage appointments.

Key Responsibilities

  • Make contact with all leads provided with a view to arranging an appointment with a mortgage and protection advisor.
  • Ensure all appointments are confirmed with the customer and mortgage advisor using the pre-confirmation process.
  • Maximise all opportunities for mortgage appointments from the leads provided.
  • Develop and maintain excellent adviser and management team relationships.
  • Work as part of the Client Services Team to assist the Operations Manager in the development of new projects and working relationships.
  • Develop and maintain a good level of mortgage knowledge.
  • Regular use of the 1-31 system to keep in regular contact with customers at all times.
  • Focus efforts and actions on achieving mutually agreed business targets.

Requirements

  • Demonstrable track record of success and knowledge within customer service.
  • A reputation for delivering outstanding customer service.
  • Enthusiasm to learn and continuously develop your knowledge and skills to drive your career within the Financial Services industry.
  • Passionate about haart, our values, and processes.
  • A hunger to earn and a drive to work hard and reap the rewards from your dedication.

The Finer Details

To be eligible to proceed in our recruitment process, you will need:

  • Legal entitlement to live and work in the UK (in accordance with the Immigration Asylum and Nationality Act 2006).
  • We'll need evidence of your right to work in the UK, in the form of your passport or birth certificate.