Senior Client Relationship Officer

About us:

  • Fast growth brokerage
  • Committed to flexible working
  • Diverse cases (includes property investors, the self-employed, first time buyers)
  • Built from referrals and recommendations

Job title: Senior Client Relationship Officer

Location: Home working

Perm/ self-employed: This is a permanent employed role

Experience: Minimum 2 years-experience within the mortgage industry

Salary: Competitive 

Nature & scope of role

Senior mortgage and protection administrator role tasked with helping to build and manage a first-class support team providing impeccable customer service to both advisers and clients.

Key responsibilities

  • Oversee mortgage and protection applications through to completion
  • Review and submission of applications and documentation to lenders and providers
  • Maintenance of client management systems, files and reports.
  • Make sure clients are updated and fully informed throughout the customer journey
  • Ensure that all compliance and regulatory requirements are met
  • Provision of guidance and training to the Client Relationship Officer Team

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