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- Tasks: Assist clients with mortgage processes and provide expert advice.
- Company: Join Aberdein Considine, a leading firm in financial services.
- Benefits: Competitive salary, career progression, and comprehensive training provided.
- Why this job: Make a difference in clients' lives while growing your career in finance.
- Qualifications: Confident communicator with a passion for sales and customer service.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
The predicted salary is between 25000 - 32000 £ per year.
Aberdein Considine are looking for a Mortgage Customer Service Advisor to join our busy team within either Aberdeen or Edinburgh. The successful candidate will help new and existing clients with the initial mortgage process and serve professional advice helping clients through into the next stage.
Job Purpose
Generate and qualify mortgage and protection appointments for advisers.
Key Responsibilities
- Handling all inbound mortgage and protection related enquiries
- Qualifying mortgage and protection appointments
- Generating mortgage appointments from outbound calls to existing clients
- Liaising with key stakeholders in the business, including mortgage advisers, property staff and senior managers
- Creation and updating of accurate MI to evidence performance and drive improvements
- Accurate data entry and updating of CRM system
- Requesting and analysing credit files from clients with credit issues
- Identifying opportunities for referrals to other areas of the Firm e.g. legal, estate agency, investment needs
Skills and Experience
- Confident communicator with experience of telephone sales
- Well organised with an attention to detail
- Driven, self-motivated with an ability and desire to work autonomously
- Sales orientated with an ability to spot opportunities
- Numerate and comfortable with basic calculations
- IT literate – good knowledge of Excel, Word, Outlook
- Basic understanding of mortgages and protection – not essential as full training will be given
- Experience of building relationships over the telephone
- Desire to progress career within Financial Services
Mortgage Customer Service Advisor employer: Aberdein Co
Contact Detail:
Aberdein Co Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Customer Service Advisor
✨Tip Number 1
Get to know the company! Research Aberdein Considine and understand their values and services. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since this role involves a lot of telephone communication, try role-playing with a friend or family member. This will help you feel more confident when handling inquiries and making outbound calls.
✨Tip Number 3
Be ready to showcase your sales skills! Think of examples from your past experiences where you've successfully identified opportunities or closed deals. This will demonstrate your sales orientation and ability to drive results.
✨Tip Number 4
Apply through our website! We want to see your application come through directly, so make sure to submit it on our platform. It shows initiative and makes it easier for us to track your progress.
We think you need these skills to ace Mortgage Customer Service Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage Customer Service Advisor role. Highlight any relevant experience, especially in customer service or sales, and don’t forget to mention your communication skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients with their mortgage needs and how your skills align with what we’re looking for at Aberdein Considine.
Showcase Your Organisational Skills: Since the role requires attention to detail and organisation, give examples in your application of how you've successfully managed tasks or projects in the past. We love seeing how you keep things on track!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Aberdein Co
✨Know Your Mortgages
Even though full training will be provided, having a basic understanding of mortgages and protection can really set you apart. Brush up on common mortgage terms and processes so you can engage confidently with the interviewers.
✨Show Off Your Communication Skills
As a Mortgage Customer Service Advisor, you'll need to communicate effectively over the phone. Practice articulating your thoughts clearly and concisely. Consider role-playing common scenarios with a friend to build your confidence.
✨Demonstrate Your Organisational Skills
Being well-organised is key in this role. Prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This will show that you can handle the demands of the job efficiently.
✨Highlight Your Sales Acumen
Since the role involves generating appointments and spotting opportunities, be ready to discuss your previous sales experiences. Share specific examples of how you've successfully identified and acted on sales opportunities in the past.