Mortgage retention and relationship specialist
Posted 13 hours 18 minutes ago by Buildstore
About Us
At Buildstore Mortgage Services, we're passionate about helping our clients secure the best possible outcomes in their home ownership journey. With a strong reputation in the mortgage sector, we're focused on delivering outstanding service, retaining loyal customers, and nurturing meaningful long-term relationships.
As we continue to grow, we're 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, we'd love to hear from you.
Your Role
This is not a cold-calling role. You'll 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 dates
- Build and nurture high-value relationships, particularly with long-standing portfolio clients
- Generate organic new business from our existing database through intelligent conversations and relationship-building
- Conduct regular check-ins via phone and occasional face-to-face meetings
- Identify opportunities for cross-selling or referrals where appropriate
- Collaborate with advisers and admin teams to deliver an exceptional client experience
About You
- Strong background in mortgage retention, account management, or client services
- Excellent telephone manner and ability to build rapport quickly
- Highly organised, with good CRM habits and follow-up discipline
- A self-starter who thrives on proactive outreach and relationship management
- CeMAP qualified (or equivalent) desirable, but not essential if you have industry knowledge
- Comfortable with a mix of remote communication and in-person meetings
Why Join Us?
- Supportive, ambitious team culture
- Access to a loyal, pre-warmed client base
- Clear progression path and performance incentives
- Flexibility to work in a way that suits your clients and lifestyle
- Make a real difference by supporting customers through key financial milestones