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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