A new position has arisen within an established, well appointed Lender based just north of Birmingham.

The role of Mortgage Customer Assistant

• Telephone Support and Client Assistance:
• Serve as the first point of contact for client inquiries via telephone, providing professional and courteous assistance.
• Handle incoming calls, emails, and messages promptly and efficiently.
• Provide clients with information on our services, lending options, and guide them through the application process.
• Administrative Support to the Corporate Lending Director:
• Assist the Corporate Lending Director / Manager with scheduling, correspondence, and documentation. Prepare and manage loan application documents, agreements, and client records to completion.
• Maintain accurate and up-to-date client information in CRM system.
• Business Development Support:
• Identify potential new business opportunities through client interactions and outreach.
• Generate leads and set appointments for the Corporate Lending Director.

Interviews available now.