Mortgage Client Relationship Specialist

4 weeks ago


Camberley, Surrey, United Kingdom Dynamo Full time

Mortgage Client Relationship Specialist

We are seeking a skilled Mortgage Client Relationship Specialist to join our Mortgage Club in Camberley. As a Client Relationship Specialist, you will be working in a fast-paced, client-focused environment, 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.
  • 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.

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

  • Competitive starting basic salary - £23,859 to £25,000 dependent on qualifications.
  • 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.

About Dynamo

Dynamo is part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936, the Group combines residential sales and lettings expertise with a range of consumer and corporate services, including new homes, mortgage services, conveyancing, EPC provision, surveying, corporate lettings, asset management, land & planning, LPA receivers, and auctions.

Equal Opportunities Employer

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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