Customer Coordinator – Mortgages

About the role

We are looking for an enthusiastic, customer‑focused individual to join a fast‑growing mortgage company as a Customer Coordinator. Working mainly by phone, you will guide clients through every stage of their mortgage journey, from initial enquiry to completion.

Key responsibilities

• Manage inbound and outbound telephone contacts with customers, providing guidance and support throughout the mortgage process.
• Schedule and coordinate appointments for mortgage advisors, maintaining up‑to‑date advisor diaries.
• Use CRM and other communication channels to record interactions, follow‑up actions, and customer preferences.
• Prepare customers for appointments by ensuring they have all required information and documentation.
• Build and maintain strong relationships with clients through regular, professional communication.
• Prioritise multiple tasks, handle objections, and identify opportunities to convert enquiries into business.

Required profile

• Confident telephone communicator with a friendly, professional demeanor.
• Highly organised, proactive, and able to manage both inbound and outbound calls.
• Strong ability to overcome objections and explain service benefits clearly.
• Excellent time‑management skills and the capacity to juggle several priorities simultaneously.

Required skills

What we offer

• Base salary of £25,000 per year plus a quarterly performance bonus.
• Potential for hybrid working based on business needs.
• Opportunity to develop a career within a rapidly expanding mortgage firm.