Client Relations Manager

Mortgage Advice Bureau is looking to recruit an engaging and resilient Client Relations Manager to join our vibrant Edinburgh Office.

Mortgage Advice Bureau is the UK’s largest mortgage network, with access to over 11,000 products from 90 UK lenders. We specialise in providing expert advice to a range of clients. This includes first time buyers applying through help to buy, families looking to expand their homes and landlords adding to their portfolio.

We are committed to providing a memorable service to our clients, and you will play an integral part in that.

Key responsibilities :

• Inbound and outbound calls, maximising every opportunity with clients


• Establish mortgage eligibility through assessment of lender criteria and affordability checks


• Obtain Agreement in Principle to allow client qualification


• Manage and maintain a pipeline to nurture all future opportunities


• Achieve early customer engagement and ‘buy in’ with the business so the client wants to proceed with further discussions


• Proactively manage all new leads delivered into the business


• Liaise with lead suppliers when required


• Liaise with internal and external stakeholders as and when required

• Excellent time and diary management


• Highly self\-motivated with the ability to work as an individual and as part of a team


• Drive, ambition and self\-motivation to achieve set targets


• Confident communicator with both clients, introducers and colleagues


• Effective time management and prioritisation of tasks


• Close attention to detail and ‘Right First\-Time’ mentality


• Customer centric with excellent written and oral communication skills


• Strong team player with track record of collaborating with other key stakeholders


• Experience of Microsoft suite of products, such as Word, Excel, Teams and ability to adapt quickly to new systems

• Award\-winning training


• Opportunity for flexi\-working at home and in our city centre offices in Edinburgh and Glasgow


• Array of benefits including Cycle to Work Scheme


• 30 days annual leave, with an extra day per annum after 2 year’s service


• Birthday day off


• Summer BBQ \& Christmas Conference


• Fun Friday’s including office drinks and monthly staff meetings


• Company sick pay (8 weeks full pay followed by 8 weeks at 50%


• Refer a friend (£250 for every staff recruitment referral)


• Referral incentives (20% of proc and broker fees for referring clients)


• Employee of the Month, receiving vouchers


• Career Development Programme


• Wellbeing updates and information


• Annual paid charity day


• Fruit and office snacks

Pay: £24,784\.50 per year

Benefits:

• Casual dress


• Company events


• Cycle to work scheme


• Employee discount


• Sick pay


• Work from home

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