Lead Manager / Customer Service Officer – Mortgage Leads
Location: Wickford or Chelmsford
Salary: £22,000–£28,000 + Commission | OTE £36,000+
Our client is looking for a driven Lead Manager / Customer Service Officer to manage mortgage & protection leads, book broker appointments, nurture clients, and ensure all CRM data is accurate.
Role Overview
* 15+ proactive outbound calls daily
* Book appointments & re-engage missed clients
* Maintain regular client contact throughout the journey
* Log all activity accurately in CRM
* Support annual reviews & remortgage retention
Requirements
* Customer service or sales support experience
* Excellent phone skills & confidence speaking with clients
* Strong organisation & attention to detail
* Proactive with a commercial mindset
Benefits
* £22k–£28k basic + commission
* OTE £36k+
* Monday–Friday only
* Progression into Mortgage Broker or Team Leader roles