
Client Partnerships Specialist
6 days ago
As a Client Partnerships Specialist, you will play a key role in building and maintaining strong relationships with customers to understand their financial needs and provide tailored solutions.
- Develop and maintain strong connections with clients through regular communication and personalized service.
- Identify new business opportunities by conducting market research, analyzing customer data, and leveraging industry trends.
- Analyze customer financial information to determine the most suitable mortgage options for them, ensuring seamless execution and timely disbursements.
Key Responsibilities:
- Foster long-term relationships with clients by providing exceptional customer service and proactive support.
- Stay up-to-date on market trends, competitor activity, and regulatory changes to remain competitive.
- Collaborate with internal teams to ensure efficient mortgage applications and disbursements processes.
Requirements:
- Strong knowledge of retail mortgages products, including features, benefits, and risks.
- Excellent communication, interpersonal, and negotiation skills.
- Ability to work in a fast-paced environment, meet sales targets, and adapt to changing priorities.
- Proficiency in using technology and software applications relevant to mortgage management.
Benefits:
- Mentorship and training programs to enhance your skills and knowledge.
- A dynamic and supportive team environment that fosters growth and collaboration.
- Ongoing opportunities for professional development and career advancement.
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