Mortgage Customer Relationship Manager

Are you looking for your first step into the Mortgage Industry?

As one of the largest Independent Estate Agencies in the North of England with over 40 locations, the team benefit from exceptional career progression opportunities, diverse knowledge from a well established team and exceptional incentives packages both individually and as a team.

The Mortgage Customer Relationship ManagerRoleMortgage Customer Relationship Manager are skilled communicators who promote the company brand and services by maintaining long term relationships with our key customers to generate further business opportunities.You will be responsible for engaging with customers to build and maintain profitable relationships with our key customers, identifying customers individual needs and match their requirements with the latest products and/or services to increase sales opportunities and expand the customer base by upselling or cross selling.Mortgage Customer Relationship Manager key responsibilities:

• Responsibility for managing the remortgage leads - ensuring that weekly, bi-weekly and monthly merge emails are all sent, clients are called and texted in agreed timeframes to maximise the number of appointments in any month
• Keep accurate records of which appointments have been booked, and which clients have asked to be removed from our database
• Contacting and keeping in touch with advisers clients from their general appointments to assist with their nurture journey and pass the lead back to the adviser when the client becomes ready to proceed. Timeframes and structure agreed with Financial Services BDM

Mortgage Customer Relationship Manager Package

• Office based in Leeds
• Salary £22k
• Performance bonus up to £250 per month
• Commission for booking appointments
• Company and Industry events
• Career progression

Mortgage Customer Relationship Manager desired skills and experience

• GCSE or equivalent in English and Maths.
• Understanding of financial services market
• Understanding of Financial products and services
• Excellent interpersonal and communication skills.
• Proficient in all Microsoft applications and CRM management systems
• Maintain a positive attitude focussed on customer satisfaction.
• Advanced Administration and/or soft sales selling experience

Think that this role is right for you?Contact us to arrange a call, we’d love to find out more about you.