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For Companies At a Glance
- Tasks: Engage with warm clients to retain mortgages and build lasting relationships.
- Company: Buildstore Mortgage Services is dedicated to helping clients achieve their home ownership dreams.
- Benefits: Enjoy flexible working, a supportive team culture, and clear career progression.
- Why this job: Make a real impact by guiding clients through important financial milestones.
- Qualifications: Experience in mortgage retention or client services; CeMAP qualification is a plus.
- Other info: This role involves proactive outreach without cold calling.
The predicted salary is between 36000 - 60000 £ per year.
At Buildstore Mortgage Services, we’re passionate about helping our clients secure the best possible outcomes in their home ownership journey. With a strong reputation in the mortgage sector, we’re focused on delivering outstanding service, retaining loyal customers, and nurturing meaningful long-term relationships.
As we continue to grow, we’re looking for a driven and personable Mortgage Retention & Relationship Manager to join our team. If you have a talent for engaging with people, understand the mortgage market, and can spot opportunities to add value to existing clients, we’d love to hear from you.
Your Role
This is not a cold-calling role. You’ll be working with warm clients – people who already know and trust our brand. Your mission is to:
- Retain existing mortgage clients by proactively engaging ahead of product expiry dates
- Build and nurture high-value relationships, particularly with long-standing portfolio clients
- Generate organic new business from our existing database through intelligent conversations and relationship-building
- Conduct regular check-ins via phone and occasional face-to-face meetings
- Identify opportunities for cross-selling or referrals where appropriate
- Collaborate with advisers and admin teams to deliver an exceptional client experience
About You
- Strong background in mortgage retention, account management, or client services
- Excellent telephone manner and ability to build rapport quickly
- Highly organised, with good CRM habits and follow-up discipline
- A self-starter who thrives on proactive outreach and relationship management
- CeMAP qualified (or equivalent) desirable, but not essential if you have industry knowledge
- Comfortable with a mix of remote communication and in-person meetings
Why Join Us?
- Supportive, ambitious team culture
- Access to a loyal, pre-warmed client base
- Clear progression path and performance incentives
- Flexibility to work in a way that suits your clients and lifestyle
- Make a real difference by supporting customers through key financial milestones
Mortgage retention and relationship specialist employer: Buildstore
Contact Detail:
Buildstore Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage retention and relationship specialist
✨Tip Number 1
Familiarise yourself with the mortgage market and current trends. This knowledge will help you engage in meaningful conversations with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since this role involves building rapport quickly, being able to convey warmth and professionalism in your voice is crucial.
✨Tip Number 3
Network within the mortgage industry. Attend relevant events or join online forums to connect with professionals who can provide insights or even refer you to opportunities at Buildstore Mortgage Services.
✨Tip Number 4
Prepare examples of how you've successfully retained clients or built relationships in previous roles. Being able to share specific stories will showcase your skills and fit for the position.
We think you need these skills to ace Mortgage retention and relationship specialist
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage Retention and Relationship Specialist. Familiarise yourself with the key skills required, such as client engagement and relationship management.
Tailor Your CV: Highlight your relevant experience in mortgage retention or client services. Use specific examples that demonstrate your ability to build relationships and retain clients, as this is crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients and your understanding of the mortgage market. Mention how your skills align with the company's mission to deliver outstanding service and nurture long-term relationships.
Showcase Your Communication Skills: Since excellent communication is key for this role, ensure your application reflects your strong telephone manner and ability to engage with clients. Consider including examples of successful interactions you've had in previous roles.
How to prepare for a job interview at Buildstore
✨Showcase Your Relationship-Building Skills
Since the role focuses on nurturing long-term relationships, be prepared to share examples of how you've successfully built rapport with clients in the past. Highlight your ability to engage with people and maintain strong connections.
✨Demonstrate Your Knowledge of the Mortgage Market
Familiarise yourself with current trends and challenges in the mortgage sector. Being able to discuss these topics will show that you understand the industry and can provide valuable insights to clients.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client concerns. Think of specific scenarios where you've retained clients or identified cross-selling opportunities, and be ready to discuss your approach.
✨Emphasise Your Organisational Skills
The job requires excellent CRM habits and follow-up discipline. Be ready to explain how you manage your time and tasks effectively, ensuring that no client feels neglected and all opportunities are maximised.