Mortgage Specialist

Mortgage Specialist

Full-Time 26000 - 28000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support clients in a fast-paced role, managing appointments and providing exceptional service.
  • Company: Join a successful mortgage brokerage in Essex, dedicated to client satisfaction.
  • Benefits: Enjoy hybrid working, competitive holidays, pension, and mentoring opportunities.
  • Why this job: Be part of a dynamic team, build relationships, and make a real impact on customers' lives.
  • Qualifications: Understanding of mortgages, strong communication skills, and a positive attitude are essential.
  • Other info: Office-based initially, with hybrid options after probation; salary ranges from £26,000 to £28,000.

The predicted salary is between 26000 - 28000 £ per year.

Proper Recruitment are delighted to be working with a successful mortgage brokerage in Essex who are looking for a Customer Relationship Specialist to provide support to clients within a fast-paced and busy customer focused role. The ideal candidate will be confident, have enthusiasm, be a team player, have excellent communication skills and comfortable on the phone to clients. Must have an understanding of mortgages and the property purchasing process.

This is an office based role Monday - Friday during probation (3 months) then will become Hybrid.

Responsibilities:

  • Look after all things pre-application and post-completion.
  • Help our customers be as prepared as possible, manage broker diaries and book in the appointments for new and existing customers.
  • Contact and manage our customers through various channels, including our existing CRM systems, introducer networks & social media.
  • Help progress our customers by providing exceptional customer service, nurturing and building relationships.
  • Manage and prioritise multiple tasks and projects effectively.
  • Ability to work across other business departments and assist with other tasks as required.

Requirements:

  • An understanding of mortgages and the property purchasing process.
  • Being driven and self-motivated.
  • Good telephone manner, strong relationship building and customer service skills.
  • Ability to use your own initiative and problem solve quickly and efficiently.
  • IT literate (MS Office, Excel and Outlook).
  • Excellent written & verbal communication skills.
  • Positive & enthusiastic attitude with the ability to prioritise our customers needs and requirements at all times.
  • Well organised with excellent time keeping.

Benefits:

  • Pension
  • Competitive Holiday Entitlement
  • Hybrid Working (After Passing Probation)
  • HR & Well Being Services
  • Company Events
  • Mentoring & Coaching

Salary: £26,000 - £28,000

If you are a motivated individual with a passion for delivering exceptional customer service, we would love to hear from you. Please submit your CV and apply.

Mortgage Specialist employer: Proper Recruitment

Join a thriving mortgage brokerage in Hainault, Essex, where we prioritise employee well-being and professional growth. Our supportive work culture fosters collaboration and offers hybrid working options after probation, alongside competitive benefits such as a pension scheme and mentoring opportunities. If you're passionate about delivering exceptional customer service in a dynamic environment, this is the perfect place for you to thrive.
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Contact Detail:

Proper Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Specialist

✨Tip Number 1

Familiarise yourself with the mortgage and property purchasing process. Understanding the terminology and key steps involved will not only boost your confidence but also help you engage more effectively with clients during interviews.

✨Tip Number 2

Practice your communication skills, especially over the phone. Since this role requires a good telephone manner, consider role-playing scenarios with friends or family to enhance your ability to build rapport quickly.

✨Tip Number 3

Showcase your organisational skills by preparing examples of how you've managed multiple tasks in previous roles. This will demonstrate your ability to prioritise effectively, which is crucial for the Customer Relationship Specialist position.

✨Tip Number 4

Network with professionals in the mortgage industry through platforms like LinkedIn. Engaging with others in the field can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.

We think you need these skills to ace Mortgage Specialist

Understanding of Mortgages
Customer Service Skills
Excellent Communication Skills
Relationship Building
Problem-Solving Skills
IT Literacy (MS Office, Excel, Outlook)
Time Management
Organisational Skills
Self-Motivation
Team Player
Telephone Etiquette
Initiative
Adaptability
Attention to Detail

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Customer Relationship Specialist. Familiarise yourself with the mortgage and property purchasing process, as this knowledge will be crucial in your application.

Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your customer service experience, communication skills, and any previous roles related to mortgages or client management.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your skills and experiences make you a great fit for the position, particularly in building relationships and providing exceptional customer service.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are key traits for a Customer Relationship Specialist.

How to prepare for a job interview at Proper Recruitment

✨Show Your Understanding of Mortgages

Make sure to brush up on your knowledge of mortgages and the property purchasing process. Be prepared to discuss common mortgage types, the application process, and any recent changes in the market that could affect clients.

✨Demonstrate Excellent Communication Skills

Since this role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. Use examples from your past experiences to showcase how you've effectively communicated with clients or resolved issues.

✨Highlight Your Customer Service Experience

Prepare to share specific instances where you provided exceptional customer service. Discuss how you built relationships with clients and how you managed their needs, especially in a fast-paced environment.

✨Be Ready to Discuss Time Management

This role requires managing multiple tasks simultaneously. Think of examples where you successfully prioritised tasks and met deadlines, and be ready to explain your strategies for staying organised and efficient.

Mortgage Specialist
Proper Recruitment
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