Mortgage Sales Support

Ultimate Banking Ltd; Bath; Hybrid; GBP 28,000 - 33,000; Full time

Job summary

A financial services company in Somerset is seeking a Mortgage Sales Support individual to assist customers and intermediaries throughout the mortgage process. This hybrid role will require effective communication and customer service skills, with a competitive salary of up to £33k per annum plus benefits, including 27 days holiday and a pension scheme.

Benefits

27 days holiday plus bank holidays

Pension scheme

Life insurance

Health plans

Qualifications

• Previous experience in a customer service, sales support, or administration role in financial services.
• Experience handling inbound and outbound communications effectively.

Responsibilities

• Act as the first point of contact for mortgage customers and intermediaries.
• Assess and process Decisions in Principle accurately.
• Support intermediaries with sales information and documentation.

Skills

Customer service experience

Sales support experience

Experience with inbound and outbound communications

Education

CeMap qualification (desired)

Job description

Mortgage Sales Support

Somerset

Up to £33k per annum + benefits

This is a fantastic opportunity for a customer focussed individual to join our client, playing a key role in supporting their mortgage sales activity.

As Mortgage Sales Support, you’ll be the first point of contact for intermediaries and direct mortgage customers, helping them start their mortgage journey while delivering exceptional service and efficient support at every stage.

This role will be hybrid, with 2 days based at their head office in Somerset and the remainder working remotely. For the training period, there would be a requirement for more office presence.

Duties will include:

• Acting as the first point of contact for intermediaries and direct mortgage customers via webchat, telephone, and email.
• Assessing and processing Decisions in Principle accurately and within agreed timescales.
• Supporting intermediaries with sales information, documentation, and general product queries.
• Qualifying and assisting direct customers as they begin their mortgage journey.
• Maintaining regular contact with members approaching product maturity to support retention and rate applications.
• Ensuring complaints and feedback are logged, escalated, and resolved promptly.
• Assisting in the testing and rollout of new mortgage products.
• Providing administrative and processing support across the mortgage team when needed.
• Attending occasional intermediary and customer events to represent the Society.
• Managing sourcing sites and ensuring information is up to date and accurate.

The successful individual will possess:

• Previous experience in customer service, sales support, or administration, within financial services.
• Experience handling inbound and outbound communications through a range of channels.
• Ideally hold the CeMap qualification or be willing to study and gain.

Along with a competitive salary, our client offers fantastic benefits to include 27 days holiday (plus bank holidays), pension scheme, life insurance, health plans and more!

If this sounds like your next career move, please apply today!