Mortgage Broker-Client Bank and Renewals Specialist

A rare opportunity has arisen within an established Mortgage Brokerage in Essex.

They are looking to expand their team with a driven and client focused CeMAP qualified Mortgage Broker with the primary focus being management of their existing client bank and mortgage renewals.

Mortgage Broker - Client Bank & Renewals Specialist

This is a relationship-led role focused on looking after an allocated portion of their existing client bank. The broker will proactively engage clients ahead of product maturity, manage renewals, and identify opportunities such as capital raising, home improvements, and portfolio growth.

It is not a pure new-business role, although there is scope for candidates who wish to discuss introducers or future new-business channels.

Key Responsibilities:

• Manage and service an allocated portion of their existing client bank
• Handle approximately 15-20 mortgage renewals per month (clients maturing in 6 months)
• Contact clients, complete fact-finds, and provide mortgage and protection advice
• Pick up some overflow from Google Ads online leads(going live over the next two months)
• Add value to the database through further borrowing, home improvements, and investment opportunities
• Maintain CRM notes and pipeline updates
• Work closely with case managers and the wider team to ensure smooth completions

Volumes:

• Existing client bank averages 90 clients per month
• Total business volume across the firm is approximately 120-150 mortgages per month
• This role will be allocated around 15-20 renewals per month, plus online lead overflow.

Commission on existing client bank and on all protection business written

There is also future scope for the broker to join one of their new business divisions should you wish.

Interviews available immediately, please apply below for more information