PRIMARY ROLE
Contacting customers who have made enquiries for either a mortgage, secured loan or unsecured loan. Service these clients from point of contact through to transfer in a courteous, professional and speedy manner.
GENERAL RESPONSIBILITIES
- Contact new clients who have generated a Mortgage or Secured enquiry through our Believe websites & partners.
- Collect basic information from the customer, clarify the type of loan they are looking for and transfer to the correct department ensuring customer journey is smooth.
- Contact new clients who have generated an unsecured loan enquiry via our Simply Money website.
- Collect & clarify information on enquiry form once all accurate submit to our panel of lenders and go through all options that are available to the customer. Transfer if needed.
Take inbound calls to help customers with new enquiries or existing customers with any questions that they may have.
Log any complaints received in timely manner.
To be proactive, hardworking, flexible and able to work under own initiative but also a team player.
Understand what Treating Customers Fairly (TCF) means and embed this fully within your work.
Embrace company values and promote them effectively alongside the Believe brands.
Attend internal or external meetings as required.
To undertake any other tasks that would be deemed suitable within this role as directed by line management.
Job Types: Full-time, Permanent
Pay: From £22,250.00 per year
Benefits:
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Gym membership
- Health & wellbeing programme
Schedule:
- Monday to Friday
Work Location: In person
Reference ID: CC Associate
