Mortgage Retention Specialist PT 24hr/wk

Customer Services

Ref: 1419Tuesday 30 November 2021

Mortgage Retention Specialist – P/T 24hr  

£23,400 pro-rated


This target driven, mainly telephone based role is working for a customer focussed and established financial services organisation, combining the traditions of a mature organisation with the energy and enthusiasm of a modern business.  Products are based around value for money mortgages and savings with customer service delivered with a personal touch.  The role plays a key part in the mortgage retention programme and supporting the Mortgage Advisors to reach their targets.

The Responsibilities of the Mortgage Retention Specialist:

  • To achieve mortgage retention targets by effectively converting borrowers onto new retention products, thereby actively retaining them. 
  • Gaining a positive outcome from the referral process and supporting the generation of customer retention communications.
  • Identifying additional products or services available for borrowers – for example further advance opportunities, GI illustrations & PFA protection referrals.
  • Achievement of sales targets by proactively identifying and generating customer leads and appointments, positively informing customers on the range of products and services available and contacting customers and potential customers by telephone to generate leads.

The Requirements of the Mortgage Retention Specialist:

This role will suit a target driven candidate who is driven by treating all customers fairly as well as observing standards of market conduct.  You must be comfortable with a mainly phone based position and will be CeMap qualified and have worked in the mortgage sector before, with a good standard of education and IT skills.

This is a part time role, contracted to 24 hrs a week and is based in an office which you would be expected to travel to and work from. There is some flexibility on when the hours are worked, the expectation is over 4 days, however if the candidate wished to work later in to the evening, they could look at over 3 days.  There would be some expectation of Saturday working too from time to time.

Benefits include Pension, Life cover, PMI, Subsidised Mortgages, financial support for professional qualifications.