At a Glance
- Tasks: Support customers and build relationships while managing a portfolio in the mortgage industry.
- Company: Fast-growing financial services provider with a focus on inclusivity and innovation.
- Benefits: Generous holiday, private health insurance, and a range of employee perks.
- Other info: Hybrid working model with excellent career development opportunities.
- Why this job: Kickstart your career in relationship management with a supportive team and real impact.
- Qualifications: Experience in the mortgage industry and strong customer relationship skills required.
The predicted salary is between 30000 - 40000 £ per year.
Location: North Hertfordshire - Hybrid. 2 days per week in the office; initially 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 – a large selection of employee discounts, rewards and perks across various brands, restaurants, holidays and "away" experiences
About the Client
Our client is a fast‑growing financial services provider who puts their colleagues and customers at the heart of everything they do. They are built on strong values with a collaborative culture, a strong focus on inclusivity, integrity and innovation.
Role Overview
This is a Mortgage Relationship Officer position within the Relationship Management team, where you will support a portfolio of commercial customers while working closely with experienced Relationship Managers and proactively grow the loan book. It is an excellent opportunity for someone with mortgage industry experience looking to develop a future career in 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.
Qualifications and Skills
- Experience 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.
- Strong communicator, comfortable engaging with both internal stakeholders and customers, with the ability to provide clear and professional support.
- Proactive and collaborative approach, alongside a commitment to delivering excellent customer service.
- Familiarity with regulatory requirements, risk awareness and data protection standards is highly beneficial.
Equality, Diversity and Inclusion
We encourage applications from all members of the community and are an equal opportunity employer.
Customer Relationship Officer in Welwyn employer: Stellar Select
Stellar Select is an excellent employer, offering a supportive work culture that prioritises employee well-being and professional growth. With a hybrid work arrangement in the picturesque setting of Oxfordshire, employees benefit from a comprehensive healthcare cash plan, generous holiday allowance, and continuous development opportunities, making it a rewarding place to build a career in mortgage arrears management.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Relationship Officer in Welwyn
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Stellar Select. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Relationship Officer in Welwyn
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Stellar Select.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Stellar Select's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Stellar Select
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Stellar Select.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Stellar Select will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Stellar Select employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
