Company

The Talent CrowdSee more

addressAddressLancashire, England
type Form of workPermanent, full-time
salary Salary£22,000 - £27,000 per annum
CategoryCustomer Service

Job description

Mortgage Case Managers
Basic Salary £22,899
Here’s what you’ll get back:
  • Up to 25 days’ annual leave + Bank Holidays
  • Your birthday off, every year!
  • A healthcare cash plan
  • A contributory pensions scheme, matched up to 5%
  • Long Service Awards
  • Cycle to work scheme
  • Life Assurance
  • Modern offices at Piccadilly Gardens in Manchester

Responsibilities include:
  • Delivery of qualified leads to our lending team.
  • Pre-qualifying warm leads.Taking the customer thorough a fact find to ensure their circumstances meet our lending criteria and our product meets their needs.
  • Once eligibility is established, arranging appointments with one of our accredited Mortgage Advisors, using effective diary management to maximise prospect contacts.
  • Providing excellent customer service via telephone and email.
  • Working closely with the wider lending Team to Support our team of Mortgage Advisors in obtaining customer documentation and completion of other tasks required to ensure the completion of successful loan applications.
  • Ensuring ownership of personal performance in line with business objectives, tracking and managing KPI’s.
  • Ensuring all activities take place in accordance with our company value and customer charter, Data Protection principles, Treating Customer Fairly principles and Compliance.

This role is for you if you have:
  • A minimum of 12 months experience in phone based sales role, for example Lead Generation, ideally within Financial Services.
  • Strong Communication and Customer Service Skills
  • The desire to progress to the qualified Mortgage Advisor role.Opportunities for progression, including support to gain profession CeMAP qualification will be provided.
  • A self-assured and approachable manner
  • Driven, and self-motivated with the will to succeed.
  • Excellent PC skills including Microsoft Office applications
  • Strong team player with a positive attitude
Here’s what you’ll get back:
  • Up to 25 days’ annual leave + Bank Holidays
  • Your birthday off, every year!
  • A healthcare cash plan
  • A contributory pensions scheme, matched up to 5%
  • Long Service Awards
  • Cycle to work scheme
  • Life Assurance
  • Modern offices at Piccadilly Gardens in Manchester
Refer code: 2815208. The Talent Crowd - The previous day - 2024-02-17 01:57

The Talent Crowd

Lancashire, England
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