Description
We are seeking a Mortgage Advisor Virtual (Telephony & Video) to join our team at Barclays. As a Mortgage Advisor Virtual, you will primarily support customers throughout their mortgage journey by handling enquiries, conducting appointments for a range of customer journeys including new applications and product transfers.
You will provide expert mortgage and mortgage-related protection advice. You will manage and own the customer's application journey to completion, which will include liaising with internal and external stakeholders, whilst keeping your customers informed throughout.
Responsibilities:
- Provide SME expertise on specific products, including mortgages and life assurance and services to customers and colleagues
- Identify market trends, new features, regulatory requirements, and potential risks
- Respond to customer inquiries and resolve customer dissatisfaction
- Present the advantages and features of the product to potential customers
- Assist with the development and execution of marketing materials for the product
- Participate in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders
Requirements:
- CeMAP qualification
- Experience or a background within the mortgage sector
- Demonstrated experience delivering high-quality customer service in a telephony-based environment
- Proven ability to lead confident, in-depth conversations to understand customer circumstances and build trusted relationships
- Excellent diary management skills and the ability to prioritise effectively in a fast-paced environment
- Proven experience delivering Key Performance Indicators, demonstrating commercial awareness, and taking ownership of personal performance and results
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