Mortgage Client Success Lead

Navigate Mortgages; Belfast; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services provider in Belfast seeks a dedicated professional to support clients through the mortgage application process. You will process applications, maintain client records, and deliver excellent customer service. Ideal candidates have 2 years of relevant experience and strong organizational skills. The role offers a competitive salary, flexible working hours, and opportunities for career progression.

Benefits

Competitive Salary & Performance Incentives

Generous Holidays

Flexible Working

Career Progression

Vibrant Team Culture

Qualifications

• 2 years’ experience in the financial services industry, ideally focused on mortgages and protection.

Responsibilities

• Processing of mortgage and insurance applications.
• Liaise with lenders and providers.
• Keeping clients updated throughout the process.
• Maintaining accurate records for compliance.
• Delivering excellent customer service, working as part of a team.

Skills

Confident using Excel

Confident using Word

Confident using Outlook

Highly organised

Detail-oriented

Job description

A leading financial services provider in Belfast seeks a dedicated professional to support clients through the mortgage application process. You will process applications, maintain client records, and deliver excellent customer service. Ideal candidates have 2 years of relevant experience and strong organizational skills. The role offers a competitive salary, flexible working hours, and opportunities for career progression.