Position Overview & Specifications

Customer Relationship Manager

The role:

As a Customer Relationship Manager (CRM) you will be responsible for managing the long-term relationship between First Mortgage and our customers as they proceed through their mortgage and protection applications. We will look to you to proactively manage a pipeline of applications, providing updates and an excellent customer experience every step of the way.

This is a great opportunity to join a fast growing, ambitious company and contribute to our long-term success.

The role could be based in our Newcastle, Sunderland or Chester le Street Branch’s.

Your duties will include:

Managing a personal caseload of mortgage and protection application’s, ensuring everything is processed efficiently, and to the correct standards
Taking of initial enquiries and client details and booking appointments in Advisor diaries
Submitting new mortgage applications on behalf of clients and their advisers
Sales pipeline progression activity including liaising with a variety of lenders, insurers & solicitors to keep everything moving as smoothly as possible
Being focused on case completion through proactive management of the companies mortgage and insurance pipelines
Working collaboratively with mortgage advisers to enable the most positive outcome for clients
Referring our clients to partner businesses for home mover services (i.e. removals, utilities, broadband)
Delivering a five-star service to all external and internal clients

You’ll be a crucial part of the team because:

You have at least 1 years previous mortgage or case administration experience. You should also be able to demonstrate an ability and willingness to handle high levels of client case work in a fast-paced environment. You’ll have the following traits:

A passion for helping customers and an eagerness to learn new things is essential
You have excellent communication skills
You have the ability to prioritise and work to deadlines with high levels of autonomy
You are a strong self-motivator with a keen eye for detail

What you will get in return:

· Generous basic salary with OTE of £25,000

· Opportunity for career development in an ambitious and growing company

· Over 25 days annual leave per year

· Flexible & Hybrid Working

· Company Health care scheme

· Company contribution pension scheme

· Uncapped Bonus Structure

Job Types: Full-time, Permanent

Salary: £20,000.00-£25,000.00 per year

Benefits: