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Mortgage retention and relationship specialist, livingston
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Client:
Buildstore
Location:
livingston, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
3
Posted:
31.05.2025
Expiry Date:
15.07.2025
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Job Description:
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
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