Customer Champion

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Proven experience in customer service or client relationship management, preferably in mortgages or financial services., Exceptional verbal and written English communication skills, especially over the phone., Highly organized with the ability to manage multiple cases and meet tight deadlines., Familiarity with CRM systems and the UK mortgage process is preferred..

Key responsibilities:

  • Deliver exceptional customer service as the primary advocate for clients post-mortgage offer.
  • Proactively resolve issues through direct communication, prioritizing phone calls over emails.
  • Identify and eliminate bottlenecks in the mortgage process to ensure timely completions.
  • Maintain accurate case records and collaborate with internal teams to enhance client experience.

The Legends Agency logo
The Legends Agency Human Resources, Staffing & Recruiting TPE https://www.the-legends-agency.com/
11 - 50 Employees
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Job description

Position Title: Customer Champion
Location: Remote
Employment Type: Full-Time
Salary: Based on experience from 30,000 ZAR+ per month
About the Company
A leading specialist mortgage broker, this organization provides tailored mortgage solutions for UK expatriates and international buyers. It is committed to delivering exceptional service and ensuring clients are supported through every stage of their mortgage journey.
Role Overview
The team is seeking a highly articulate and proactive Customer Champion to deliver unparalleled customer service and guide clients from mortgage offer to drawdown. This role demands impeccable English communication skills, a hands-on and phone-first approach to resolving issues, and a solutions-driven mindset. The Customer Champion serves as the clients advocate, offering guidance and eliminating post-offer challenges to ensure swift and smooth completions.
Key Responsibilities
  • Deliver 100% exceptional customer service, acting as the clients primary advocate post-mortgage offer
  • Use outstanding verbal English to simplify complex issues and communicate confidently over the phone
  • Proactively solve problems by prioritizing direct calls over emails, engaging with solicitors, lenders, and stakeholders
  • Identify and remove bottlenecks in the process to ensure efficient and timely transaction completion
  • Offer clear, supportive guidance to clients who may be fatigued by earlier stages of the process
  • Maintain accurate case records using CRM systems for efficiency and transparency
  • Collaborate across internal teams to align goals and accelerate drawdown timelines
  • Suggest workflow and process improvements to enhance the client experience
Candidate Requirements
  • Proven experience in customer service, client relationship management, or case management (experience in mortgages, financial services, or conveyancing preferred)
  • Exceptional verbal and written English skills, with confidence in leading phone conversations
  • Demonstrated ability to resolve issues swiftly and decisively via direct communication
  • Skilled at managing high-pressure interactions with stakeholders to drive case progress
  • Highly organized, with the ability to handle multiple cases and meet tight deadlines
  • Empathetic and trustworthy, especially with clients who are frustrated or overwhelmed
  • Familiarity with the UK mortgage process, particularly the post-offer to completion phase (strongly preferred)
  • Proficient in CRM systems and Microsoft Office
  • Passionate about delivering excellent customer experiences and driving results
Whats on Offer
  • A dynamic and supportive team environment
  • The chance to make a real difference in clients home-buying journeys
  • Performance-Related Pay Scheme (details to be confirmed with shortlisted candidates)
  • Access to industry-leading tools and resources

Required profile

Experience

Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Communication
  • Problem Solving
  • Microsoft Office
  • Empathy
  • Trustworthiness

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