Mortgage Client Liaison Officer

Knowledge of Financial Services?
Looking for a customer focus role with an award winning business?

As an award-winning family run business, the company pride themselves on their customer centric approach.
As one of the largest Independent Estate Agencies in the North of England with over 40 locations, the team and clients benefit from an extended network and supporting services.
Drawing on local knowledge, a wealth of experience and collective passion for helping people, the team to ensure that all customers receive outstanding service.
With exceptional incentives packages, individual and team recognition, the company are privileged to have brought together of over 400 skilled professionals, with over 25% of the team remaining with the company for 10 years or more.

The Mortgage Client Liaison Officer Role
Customer Liaison Officers are skilled communicators who promote the company brand and services by maintaining long term relationships with our key customers to generate further business opportunities.
You will be responsible for engaging with customers to build and maintain profitable relationships with our key customers, identifying customers individual needs and match their requirements with the latest products and/or services to increase sales opportunities and expand the customer base by upselling or cross selling.

Mortgage Client Liaison Officer 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

Mortgage Client Liaison Officer Package

• Office based in Leeds
• Salary £22k
• Performance bonus up to £250 per month
• Commission for booking appointments
• Company and Industry events
• Career progression

Mortgage Client Liaison Officer desired skills and experience

• GCSE or equivalent in English and Maths.
• Understanding of financial services market
• Understanding of Financial products and services
• Excellent interpersonal and communication skills.
• Proficient in all Microsoft applications and CRM management systems
• Maintain a positive attitude focussed on customer satisfaction.
• Advanced Administration and/or soft sales selling experience

Think that this role is right for you?
Contact us to arrange a call, we’d love to find out more about you.