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Client Account Manager

LionHart Mortgages & Protection
Posted 15 hours ago, valid for 8 days
Location

Milton Keynes, Buckinghamshire MK10 9QA

Salary

£25,000 - £38,400 per annum

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Contract type

Full Time

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Sonic Summary

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  • We are seeking a dynamic individual to join our team in Milton Keynes for a full-time, permanent position.
  • Candidates should ideally have mortgage, protection, or estate agency experience, with a preference for those who have been brokers or mortgage administrators.
  • The role requires a confident telephone manner, strong customer service skills, and the ability to maintain accurate database records.
  • Working hours are Monday to Friday from 9am to 6pm, with a salary of £25,000 per year.
  • We encourage enthusiastic applicants who are eager to support clients through their mortgage journey.

We are searching for an enthusiastic, bubbly, and dynamic personality to join our growing team in Milton Keynes! If you can start a conversation with anyone and can make people feel at home in seconds then you are probably who we are looking for!

This is a full time and permanent position for someone who wants to be part of a dynamic business. We would strongly prefer someone with mortgage, protection, or estate agency experience so they have a grasp of the industry and confidence with customers. If you have been a broker previously but don't want to advise anymore, or if you have been a mortgage administrator/case progressor then we would love to hear from you!

A confident, but friendly, telephone manner is essential as you will be the first point of contact for new enquiries. You’ll be working closely with our mortgage brokers and introducers to support the client through their journey from day one through to completion.

The role will require a high standard of customer service along with being organised and proactive in ensuring you and the team make every client feel like our only client. It is also important that you are organised and confident updating a database with accurate information as well as e-mailing clients in a professional manner. The role would involve completing fact finds with the client, so an inquisitive, trustworthy, and confident personality will be required.

The role will be based in our Milton Keynes office working 9am to 6pm Monday to Friday with 1 hour lunch, alongside both mortgage & protection brokers and our support team.

Responsibilities:- Make outbound calls to potential customers from warm leads- Introduce and promote our products or services to potential customers- Provide information about product features, pricing, and benefits- Answer customer questions and address concerns- Update customer records in our database and stay in contact between initial enquiry until mortgage application- Collaborate with the mortgage adviser team to identify opportunities for upselling or cross-selling- Maintain a high level of professionalism and customer service during all interactions

Skills:- Mortgage industry experience is strongly preferred- Fluent in English, both written and verbal communication, with a good attention to detail- Excellent interpersonal and communication skills- Strong telephone communication skills- Ability to work independently and as part of a team

If you are looking for an exciting opportunity to be part of our growing team please send us your CV today!

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By applying, a Reed account will be created for you. Reed's Terms & Conditions and Privacy policy will apply.