At a Glance
- Tasks: Engage with customers, support relationship management, and analyse portfolios for insights.
- Company: Fast-growing financial services provider focused on inclusivity and innovation.
- Benefits: Generous holiday, health insurance, pension contributions, and employee discounts.
- Other info: Hybrid working model with excellent career development opportunities.
- Why this job: Join a collaborative team and grow your career in the mortgage industry.
- Qualifications: Experience in the mortgage industry and strong customer relationship skills required.
The predicted salary is between 30000 - 40000 £ per year.
Location: Warrington - Hybrid. 2 days per week in the office. It is expected to be based in the office 4 days a week during the first 2 weeks.
Salary: On Application
Hours: Monday - Friday 9 am - 5 pm
Benefits:
- 15% Contributory Pension (10% Employer, 5% Employee)
- 26 days holiday plus bank holidays, and a day off for your birthday
- Discretionary Bonus Scheme & Annual salary reviews
- Paid sick leave & Digital GP 24/7
- Private Health Insurance, Critical Illness Insurance & Dental Cover
- Income Protection
- Enhanced maternity, paternity and shared parental leave
- Menopause support
- Paid Carers leave
- Charity Day
- Employee Assistance Programme
- Cycle2work Scheme
- Benefits Hub; large selection of employee discounts, rewards and perks across a number of brands, restaurants, holidays and 'away'
About our client and the role:
Our client is a fast-growing financial services provider who put their colleagues and customers at the heart of everything they do. They are built on strong values with a collaborative culture, with a strong focus on inclusivity, integrity and innovation. They have an exciting opportunity available for a Mortgage Relationship Officer to join the Relationship Management team, and to develop your career within a growing specialist bank. This role involves supporting a portfolio of commercial customers while working closely with experienced Relationship Managers and being proactive in growing the loan book. This is a fantastic role for someone who has experience within the mortgage industry, looking to have a future career within relationship management.
Responsibilities:
- Support the Relationship Management team by delivering proactive customer engagement, portfolio analysis, and operational support across the customer lifecycle.
- Build and maintain strong relationships with an allocated portfolio of customers, ensuring a consistently high standard of service and customer experience.
- Act as the primary point of contact for inbound customer enquiries, providing timely, accurate, and professional support.
- Assist with refinancing, retention, and new deal preparation, ensuring all documentation and processes are completed efficiently.
- Conduct portfolio analysis and prepare insightful reports for periodic customer reviews, identifying trends, risks, and opportunities.
- Monitor portfolio performance and produce high-quality management information to support reporting, strategic decision-making, and effective portfolio oversight.
Experience and skills required:
- Experience of working in the mortgage industry is essential.
- Experience in customer relationship management.
- Strong organisational skills, with high attention to detail, and the ability to manage multiple priorities effectively.
- Strong analytical skills and confidence working with data, spreadsheets, and reporting tools will be essential.
- Strong communicator, comfortable engaging with both internal stakeholders and customers, with the ability to provide clear and professional support.
- A proactive and collaborative approach, alongside a commitment to delivering excellent customer service, will be key to success.
- Familiarity with regulatory requirements, risk awareness, and data protection standards will be highly beneficial.
For more information regarding the role please contact us.
