Mortgage Customer Services Representative

Mortgage Customer Services Representative - Retain & Grow Our Valued Clients (Leeds)

Do you thrive on building relationships and helping people make informed financial decisions? Are you a natural communicator with a passion for exceeding customer expectations? BDM Recruitment, on behalf of one of West Yorkshire's most recognised brands, is seeking a highly motivated Mortgage Customer Services Representative to join our dynamic team in Leeds.

About the Role:

In this exciting role, you'll play a pivotal role in fostering long-term relationships with our existing Mortgage Customers. Leveraging your excellent communication skills and positive attitude, you'll proactively reach out to clients, understand their evolving needs, and introduce them to our latest products and services. With a focus on client satisfaction and strategic thinking, you'll identify valuable growth opportunities within our CRM system, ensuring our valued customers remain happy and well-served. This role is ideal for someone who is looking to complete their CeMAP qualification and thrives in a fast-paced, telephone-heavy environment.

Key Responsibilities:

• Become a Client Champion: Actively engage with existing Mortgage Customers, conducting needs assessments and exploring opportunities for better serving their financial goals.
• Matchmaking for Mortgages: Connect clients with the most suitable products and services offered by our in-house Mortgage Advisors, fostering a seamless customer journey.
• Growth Through Collaboration: Utilize your sales acumen to upsell or cross-sell relevant mortgage products, increasing client satisfaction and generating new business opportunities.
• Champion of Efficiency: Manage remortgage leads effectively, ensuring timely communication through emails and phone calls to maximize appointment bookings.
• Data & Documentation: Maintain accurate client databases and track booked appointments, adhering to all removal requests and data protection regulations.
• Client Nurturing: Stay in touch with assigned clients throughout their mortgage journey, providing ongoing support and passing qualified leads to our Mortgage Advisors for further action.

Essential Skills:

• Communication Maestro: Possess exceptional communication skills, both written and verbal, to build rapport and develop trust with clients.
• Relationship Builder: Thrive in building and maintaining strong client relationships, fostering a sense of loyalty towards the brand.
• Team Player: Demonstrate a collaborative spirit and willingness to work alongside colleagues to achieve departmental goals.
• Analytical Advantage: Utilize strong analytical skills to identify growth opportunities within our CRM system, ensuring optimal client service.
• Tech-Savvy: Proficiency in Microsoft applications and CRM management systems is essential.
• Learner's Mindset: Enthusiastic about continuous learning and development, working towards your CeMAP qualification (advantageous).

Are you a results-oriented communicator with a passion for client service? If you're eager to join a dynamic team and contribute to the success of a respected brand, we encourage you to apply!

Benefits:

• Competitive salary package - £24,000 basic + bonuses, OTE £28,000
• Pension, life assurance, and other benefits
• Supportive and collaborative work environment
• Opportunity for professional growth and development
• Be part of a leading brand in West Yorkshire

To Apply:

Please submit your CV and a cover letter outlining your suitability for the role.

BDM Recruitment

We look forward to hearing from you!

Contact:

Bryn McMillan

Managing Director

BDM Recruitment