Customer Relationship Manager (CRM)/Trainee Mortgage Advisor - Mortgage Advice Bureau (MAB) : Job Details

One of our top business partners are seeking a Customer Relationship Manager (CRM)/Trainee Mortgage Adviser for their Leeds office!

The position of Customer Relationship Manager serves as an entry point for aspiring Mortgage Advisers, providing you with essential skills for a successful career in Financial Services with our company. Upon completing your CeMAP qualifications, you will have the opportunity to join our Mortgage Academy as a Trainee Mortgage Adviser, if you choose to pursue this career path.

CRM’s are skilled communicators who promote our Brand and our services by maintaining long term relationships with our key customers to generate further business opportunities.

To succeed as a Customer Relationship Manager, you will possess excellent communication skills and maintain the core values of the organisation. You are expected to deliver your responsibilities efficiently and with integrity - showing a positive attitude. The role involves demonstrating strong communication skills (both written and verbal) and adopting a proactive approach to further development. Customer Relationship Managers are also expected to show initiative, managing priorities and own time along with problem-solving skills.

Key responsibilities:

• Responsibility for managing the remortgage leads - ensuring that weekly, bi-weekly and monthly merge emails are all sent, clients are called and texted in agreed timeframes to maximise the number of appointments in any month
• Keep accurate records of which appointments have been booked, and which clients have asked to be removed from our database
• Contacting and keeping in touch with advisers clients from their general appointments to assist with their nurture journey and pass the lead back to the adviser when the client becomes ready to proceed. Timeframes and structure agreed with Financial Services BDM

You will also need an understanding of the following key areas;

Knowledge & Understanding (Know It)

• Financial Services Market
• Regulatory & Compliance
• Products
• Systems & ProcessesProfessional Skills (Show It)
• Quality Service Delivery
• Customer Communications & Relationships
• Team Working & Collaboration
• Planning & Prioritising
• Using Systems & Processes
• Record and Document Productions - (Live It)
• Managing Performance

Professional & personal requirements

• Personal Qualities

Shows exemplary qualities that are valued including integrity, reliability, self-motivation, being pro-active and a positive attitude. Motivates others where responsibility is shared.

• Honesty & Integrity

Truthful, sincere in their actions and doing the right thing (even when not the easiest).

• Adaptability
• Enthusiasm
• Dependability

Qualifications, Skills & Experience Requirements

• GCSE or equivalent in English and Maths.
• Excellent interpersonal and communication skills.
• Proficient in all Microsoft applications and CRM management systems
• Superior product knowledge
• A team player
• Maintain a positive attitude focussed on customer satisfaction.
• Advanced Administration and/or soft sales selling experience