Description
We are seeking a Mortgage Advisor Virtual (Telephony & Video) to join our team in Liverpool. As a Mortgage Advisor Virtual, you will primarily support customers throughout their mortgage journey by handling enquiries, arranging high-quality appointments, and promoting digital self-service options.
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, and analyse data obtained from performance and objectives MI and customer feedback
- 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
- Participate in events, conferences, and other networking opportunities to showcase the product and generate interest
Analyst Expectations:
- Perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement
- Requires in-depth technical knowledge and experience in their assigned area of expertise
- Thorough understanding of the underlying principles and concepts within the area of expertise
- Lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources
Benefits:
- Competitive salary
- Opportunity to work with a leading financial services organisation
- Collaborative and supportive team environment
Requirements:
- 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
This role operates a shift pattern between 8am and 8pm, Monday to Sunday.