OnPoint Mortgages
Senior Client Relationship Officer
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About Us
Fast growth brokerage
Committed to flexible working
Diverse cases (includes property investors, the self-employed, first time buyers)
Built from referrals and recommendations
Job title: Senior Client Relationship Officer
Location: Home working
Perm/ self-employed: This is a permanent employed role
Experience: Minimum 2 years-experience within the mortgage industry
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Salary: Competitive
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Nature & scope of role
Senior mortgage and protection administrator role tasked with helping to build and manage a first-class support team providing impeccable customer service to both advisers and clients.
Key responsibilities
- Oversee mortgage and protection applications through to completion
- Review and submission of applications and documentation to lenders and providers
- Maintenance of client management systems, files and reports
- Make sure clients are updated and fully informed throughout the customer journey
- Ensure that all compliance and regulatory requirements are met
- Provision of guidance and training to the Client Relationship Officer Team
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