Customer Relationship Manager

Executive Mandate Specification

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:

• Additional leave
• Company pension
• Private medical insurance
• Referral programme

Schedule:

• 8 hour shift
• Monday to Friday
• Weekend availability

Supplemental pay types:

• Bonus scheme

Experience:

• mortgage: 1 year (preferred)

Work Location: In person

Application deadline: 17/04/2023

Statutory Executive Benefits & Governance

• Executive Health, Vision & Dental Coverage with Global Provider Options
• Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
• Annual Discretionary Performance Incentive & Long-Term Equity Participation
• Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
• US Department of Labor & E-Verify Work Authorization Sponsorship