Mortgage Account Manager

JR United Kingdom; Milton Keynes; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a dynamic individual to join their award-winning team in Milton Keynes. This full-time, permanent role focuses on delivering exceptional customer service and supporting clients throughout their mortgage journey. You will be the first point of contact for new inquiries, making outbound calls and maintaining professional communication. If you possess strong interpersonal skills and a proactive attitude, this opportunity to work with a growing business could be the perfect fit for you. Join a supportive team and enjoy perks like free onsite parking and additional annual leave with service.

Benefits

Free onsite parking

Birthday off

Annual leave increases with service

Company bonus scheme

Qualifications

• Experience in mortgages or estate agency is advantageous but not essential.
• Strong attention to detail and excellent communication skills are key.

Responsibilities

• Make outbound calls to potential customers and provide information on services.
• Collaborate with mortgage advisers to identify upselling opportunities.

Skills

Customer Service

Interpersonal Skills

Communication Skills

Organizational Skills

Attention to Detail

Telephone Communication

Job description

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Mortgage Advice Bureau (MAB)

are a nationally recognised mortgage broker and network, winners of over 250+ awards in the past 5 years and continually growing.

Join Our Team

Do you want to work for a market-leading, award-winning estate agency business that is expanding in your area? We are seeking an experienced, driven individual to join us on this journey. If you can start a conversation with anyone and make people feel at home within seconds, you might be the perfect fit!

This is a full-time, permanent position for someone eager to be part of a dynamic business. A confident yet friendly telephone manner is essential, as you will be the first point of contact for new enquiries.

You will work closely with our mortgage brokers and introducers to support clients throughout their journey from initial contact to completion.

The role requires a high standard of customer service, organizational skills, and proactivity to ensure each client feels valued. Accuracy in updating our database and professional communication via email are also important.

Responsibilities include conducting fact finds with clients, so a trustworthy, inquisitive, and confident personality is necessary.

The position is based in our Milton Keynes office, working from 9 am to 6 pm, Monday to Friday, with a 1-hour lunch break. You will collaborate with mortgage & protection brokers and our support team.

Experience in mortgages, protection, conveyancing, or estate agency is advantageous but not essential. If you've been a broker but wish to move away from advising, or if you've worked as a mortgage administrator or case progressor, we would love to hear from you!

This role offers eligibility for our company bonus scheme, free onsite parking, your birthday off, and annual leave that increases with continuous service.

Responsibilities:

• Make outbound calls to potential customers from warm leads
• Introduce and promote our products or services
• Provide information on features, pricing, and benefits
• Answer questions and address concerns professionally
• Update customer records accurately and maintain contact from enquiry to completion
• Collaborate with mortgage advisers to identify upselling or cross-selling opportunities
• Maintain professionalism and high customer service standards in all interactions

Skills:

• Mortgage industry experience is a plus but not required
• Fluent in English, both written and verbal, with strong attention to detail
• Excellent interpersonal and communication skills
• Strong telephone communication skills
• Ability to work independently and as part of a team

If you're interested in this exciting opportunity to join our growing team, please send us your CV today!