SonicJobs Logo
Left arrow iconBack to search

Mortgage Account Manager

Pinstripe Personnel
Posted 18 hours ago, valid for 22 days
Location

Edinburgh, City of Edinburgh EH105BP, Scotland

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The position of Account Manager is available in Edinburgh, offering a salary between £24,000 and £25,000, with potential bonuses bringing total earnings to £26,300 - £27,400.
  • The role involves maintaining relationships with clients, builders, and team members while ensuring timely service delivery for one of Scotland's largest mortgage broking businesses.
  • Candidates are required to have experience in whole of market mortgage and protection, as well as proficiency in Microsoft Office products.
  • The company offers a range of benefits including flexible working, 30 days of annual leave, and a career development program.
  • Applicants should be motivated, detail-oriented, and possess strong communication skills, with a preference for those who can manage workloads effectively.

Account Manager

Edinburgh

£24,000 - £25,000 plus Bonues = £26,300 - £27,400

Due to continued expansion, our client is recruiting a highly motivated Account Manager, based in Scotland. As part of the team you would be working with one of the largest mortgage broking businesses in Scotland. They provide expert mortgage and protection advice to a range of clients, from first time buyers applying through help to buy, to families looking to expand their home, to landlords adding to their portfolio.

Our advisers offer advice face-to-face, over the phone and, our innovative video call facilities. We also specialise in new build lending with long lasting and successful relationships with builders.

Job Description:

We are looking for a dynamic Account Manager to join our growing team. You will be responsible for maintaining strong relationships with clients, builders and other team members to ensure timely delivery of service. You will effectively and coherently work with our New Build Advisers, New Build Accounts and Business Development Managers to drive customer satisfaction and successful execution of team and company goals. Please note, you may be required to work select weekends due to the needs of the business.

Key Responsibilities

• Qualification of all new build leads Account Manager

• Meeting builder Service Level Agreements

• Updating new build sales agents via email templates

• Provide DIP’s and rates.

• Handling all 'Front End’ and 'Back End’ nurture new build clients

• If clients have reserved, distributing criteria emails to mortgage advisors

• Complete mutual calls and provide outcomes to advisors

• Answer all generic incoming calls at weekend

• Call other data leads

• Collating information for builder reports Please note, ad-hoc actions (not included above) will be required in line with the needs of the business.

Requirements

• Ability to manage workload effectively

• Attention to detail

• Positive & enthusiastic

• Whole of market mortgage & protection experience

• Good written, oral communication and numeracy skills

• Drive, ambition & self-motivation and the ability to work in a regulated environment

• Experience of Microsoft suite of products, such as Word, Excel, Teams.

Well Being and Benefits Package

• Award-winning training

• Opportunity for flexi-working at home and in our city centre offices in Edinburgh

• Array of benefits including Cycle to Work Scheme

• 30 days annual leave, with an extra day per annum after 2 year’s service

• Birthday day off

• Summer Sports Day BBQ & legendary Christmas Party

• Fun Friday’s including office drinks and monthly staff events

• Company sick pay (8 weeks full pay followed by 8 weeks at 50%)

• Employee of the Month, receiving vouchers

• Career Development Programme including sponsored CeMAP opportunity

• Upskilling Apprenticeship Programme

• Wellbeing updates and information

For more information on this superb opportunity please send your CV to Douglas McDougall

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.