Job Description
Customer Relationship Manager
The role:
As a Customer Relationship Manager (CRM) you will be responsible for managing the long-term relationship between First Mortgage and our customers as they proceed through their mortgage and protection applications. We will look to you to proactively manage a pipeline of applications, providing updates and an excellent customer experience every step of the way.
This is a great opportunity to join a fast growing, ambitious company and contribute to our long-term success.
The role could be based in our Newcastle, Sunderland or Chester le Street Branch’s.
Your duties will include:
- Managing a personal caseload of mortgage and protection application’s, ensuring everything is processed efficiently, and to the correct standards
- Taking of initial enquiries and client details and booking appointments in Advisor diaries
- Submitting new mortgage applications on behalf of clients and their advisers
- Sales pipeline progression activity including liaising with a variety of lenders, insurers & solicitors to keep everything moving as smoothly as possible
- Being focused on case completion through proactive management of the companies mortgage and insurance pipelines
- Working collaboratively with mortgage advisers to enable the most positive outcome for clients
- Referring our clients to partner businesses for home mover services (i.e. removals, utilities, broadband)
- Delivering a five-star service to all external and internal clients
You’ll be a crucial part of the team because:
You have at least 1 years previous mortgage or case administration experience. You should also be able to demonstrate an ability and willingness to handle high levels of client case work in a fast-paced environment. You’ll have the following traits:
- A passion for helping customers and an eagerness to learn new things is essential
- You have excellent communication skills
- You have the ability to prioritise and work to deadlines with high levels of autonomy
- You are a strong self-motivator with a keen eye for detail
What you will get in return:
· Generous basic salary with OTE of £25,000
· Opportunity for career development in an ambitious and growing company
· Over 25 days annual leave per year
· Flexible & Hybrid Working
· Company Health care scheme
· Company contribution pension scheme
· Uncapped Bonus Structure
Job Types: Full-time, Permanent
Salary: £20,000.00-£25,000.00 per year
Benefits:
- Additional leave
- Company pension
- Private medical insurance
- Referral programme
Schedule:
- 8 hour shift
- Monday to Friday
- Weekend availability
Supplemental pay types:
Experience:
- mortgage: 1 year (preferred)
Work Location: In person
Application deadline: 17/04/2023
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