Direct sales & Customer Retention Manager

Mortgage Advisor

Ref: 1376Monday 1 November 2021

£Competitive

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Our client is well established but still growing and so are looking to enhance their current Mortgage team by recruiting a Direct Sales and Customer Retention Manager.  The role is based in Mansfield but does offer the ability to work on a hybrid basis.

Reporting into the Head of Mortgage Sales, the Direct Sales & Mortgage Retention Manager will be responsible for delivering the Direct Sales objectives including the achievement of annual lending targets and related insurance and protection sales, and targets relating to the retention of existing mortgage borrowers.

This role is a FCA Certificated role

Main Responsibilities:

  • Responsible for the management and development of new and existing relationships with third party supply partners. 
  • Responsible for business development in the Immediate Catchment Area to actively contribute to the achievement of lending objectives for Direct Sales and growth of the Society’s mortgage stock locally.
  • Responsible for the supervision of the Direct Sales team, ensuring that staff provide an excellent standard of customer service.  To include:

Promotion of the Society, its products and services.

Selling the Society products and services to match customer needs.

Providing information that is fair, clear and not misleading.

  • Instigate and deliver a training plan to ensure that the team receive sufficient and adequate training to enable them to:

Promote and sell Society products and services

Demonstrate knowledge of products and services they sell

Be fully conversant with policies, procedures and controls and ensure compliance with all relevant statutes and codes

Comply with Health and Safety requirements

Key Experience, Knowledge and Qualities.

  • CeMAP qualified is essential
  • Experienced professional with relevant experience of working within a mortgage environment
  • Experience of providing mortgage advice
  • Delivering high performance through leadership
  • Ability to manage and deal with complaints in line with regulatory guidelines.

In return they can offer you a Competitive Salary plus many additional benefits.

  • Holidays 25 days increasing to 28 days plus Bank Holidays
  • Bonus scheme
  • Pension scheme (5% matched)
  • Healthshield cash plan scheme
  • Car parking allowance scheme
  • A day off for your birthday
  • Perkz online discount scheme
  • 2 volunteer days per annum to “Work in the Community”