About UsAt Buildstore Mortgage Services, were passionate about helping our clients secure the best possible outcomes in their home ownership journey. With a strong reputation in the mortgage sector, were focused on delivering outstanding service, retaining loyal customers, and nurturing meaningful long-term relationships.As we continue to grow, were looking for a driven and personable Mortgage Retention & Relationship Manager to join our team. If you have a talent for engaging with people, understand the mortgage market, and can spot opportunities to add value to existing clients, wed love to hear from you.Check below to see if you have what is needed for this opportunity, and if so, make an application asap.Your RoleThis is not a cold-calling role. Youll be working with warm clients people who already know and trust our brand. Your mission is to:Retain existing mortgage clients by proactively engaging ahead of product expiry datesBuild and nurture high-value relationships, particularly with long-standing portfolio clientsGenerate organic new business from our existing database through intelligent conversations and relationship-buildingConduct regular check-ins via phone and occasional face-to-face meetingsIdentify opportunities for cross-selling or referrals where appropriateCollaborate with advisers and admin teams to deliver an exceptional client experienceAbout YouStrong background in mortgage retention, account management, or client servicesExcellent telephone manner and ability to build rapport quicklyHighly organised, with good CRM habits and follow-up disciplineA self-starter who thrives on proactive outreach and relationship managementCeMAP qualified (or equivalent) desirable, but not essential if you have industry knowledgeComfortable with a mix of remote communication and in-person meetingsWhy Join Us?Supportive, ambitious team cultureAccess to a loyal, pre-warmed client baseClear progression path and performance incentivesFlexibility to work in a way that suits your clients and lifestyleMake a real difference by supporting customers through key financial milestones
Job Title
Mortgage retention and relationship specialist