Mortgage manager Work, Jobs in Amersham, Bkm (with Salaries)

CRM Manager
Steer —Hemel Hempstead
- £45,000 - £70,000 a year
- Full-time
- Hybrid work
- Salesforce
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Licensed Conveyancer or Residential Conveyancing Solicitor (Secured Lending)
Lightfoots LLP —Thame
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Compliance Coach
Loans Warehouse —Watford
- £30,000 - £35,000 a year
- Full-time
- Accounting
- Financial services
- Communication skills
- Free parking
- Annual leave
Quick apply
12d
Licensed Conveyancer or Solicitor (Secured Lending)
Lightfoots LLP —Thame
- Full-time
- Bachelor's degree
- Organisational skills
- IT
- Health & wellbeing programme
- Annual leave
Quick apply
13d
Sales Director - EMEA
Kaluza —London
- £130,000 - £180,000 a year
- Full-time
- Business development
- Employee discount
Quick apply
Licensed Conveyancer or Solicitor (Residential Conveyancing)
Lightfoots LLP —Marlow
- Full-time
- Business development
- Bachelor's degree
- Organisational skills
- Health & wellbeing programme
- Annual leave
Quick apply
3d
Paraplanner / Trainee Mortgage Adviser
Loans Warehouse —Watford
- £23,500 - £25,000 a year
- Overtime
- CRM software
- Customer service
- Organisational skills
- Free parking
- Life insurance
Quick apply
1h
Bridging Loan Case Manager
Loans Warehouse —Watford
- £30,000 - £35,000 a year
- Full-time
- Mentoring
- Organisational skills
- Financial services
- Free parking
- Life insurance
Quick apply
7d
Licensed Conveyancer or Residential Conveyancing Solicitor
Lightfoots LLP —Marlow
- Business development
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
6d
George & GM Manager
ASDA —Watford
- Weekend availability
- Customer service
- In-person
- Leadership
- Annual leave
- Employee assistance programme
Delivery Transformation Lead
Kensington Mortgages —Marlow
- Monday to Friday
- Hybrid work
- Continuous improvement
- Team management
- Agile
11d
Secured Loan Packager / Case Manager
Loans Warehouse —Watford
- £30,000 - £40,000 a year
- Full-time
- Basic maths
- Financial services
- In-person
- Free parking
- Life insurance
Quick apply
3d
Business Analyst
Kensington Mortgages —Marlow
- Monday to Friday
- Hybrid work
- Analysis skills
- Continuous improvement
- No degree
14d
Loans Pricing Manager
Hastings Direct —London
- Full-time
- Hybrid work
- Communication skills
- Analytics
- Annual leave
Capital Markets Manager
OSB Group —London
- Full-time
- Hybrid work
- Annual leave
14d
People Operations Specialist
Juno —London
- £40,000 - £55,000 a year
- Full-time
- Remote
- Human resources
- Contracts
- AI
- Flexible schedule
Quick apply
HR Customer Administrator
DHL Supply Chain —Milton Keynes
- Hybrid work
- Oracle
- Microsoft Office
- Continuous improvement
Business Development Manager – Buy-to-Let & Bridging (Midlands Based)
GB Bank —London
- Full-time
- Hybrid work
- CRM software
- Business development
- Banking
Technical Content Manager
Allwyn UK —Watford
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
Site Security Manager
Wilson James —Reading
- £53,311 a year
- Full-time
- First Aid Certification
- Training & development
- Leadership
- Annual leave
- Employee discount
8d

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CRM Manager

Steer -
Hemel Hempstead

Quick apply

Job details

Full-time
£45,000 - £70,000 a year

Benefits

Cycle to work scheme
Season ticket loan
Annual leave
Company pension
Employee assistance programme
Private medical insurance

Qualifications

Power BI
Dashboard visualisation
Report generation
Stakeholder collaboration
Stakeholder liaison
Salesforce
Process improvement
User account management
IT permissions management
Organisational skills
Management reporting
HubSpot
Communication skills

Full job description

About the Role

We are looking for a proactive and commercially minded CRM professional to help maximise the value of our client relationship management platform across a growing international professional services business operating in the UK, North and Latin America, Europe and India.

This role exists to help strengthen commercial performance, client intelligence and pipeline visibility through effective CRM adoption, optimisation and insight.

The role combines hands-on CRM administration with broader responsibility for improving data quality, reporting, user adoption and commercial decision-making. The successful candidate will work closely with operational, commercial and leadership teams to ensure the CRM supports business development, client management, opportunity tracking, forecasting and strategic growth.

Success in this role will require someone who can confidently influence behaviours across a busy, commercially focused business, helping teams embed stronger CRM habits and more consistent ways of working.

The business uses Insightly CRM; however, previous experience with Insightly specifically is not required. We welcome candidates with experience using other CRM platforms such as Salesforce, Microsoft Dynamics 365, or HubSpot.

Key Responsibilities

CRM Administration & Support

Manage day-to-day administration of the CRM platform
Maintain user access, permissions, fields, layouts, and workflows
Support users with CRM queries, troubleshooting, and training
Coordinate data imports, exports, and cleansing activities
Monitor and improve data quality, consistency, and governance

Reporting & Commercial Insight

Develop and maintain dashboards and reports for leadership teams
Support pipeline management, forecasting, and business development reporting
Produce CRM analytics and insights to support decision-making
Help improve visibility of client relationships, opportunities, and sector activity

Process Improvement

Work with teams across the business to improve CRM processes and usage
Support rollout of new functionality, integrations, and enhancements
Document CRM processes, guidance, and best practice

Adoption & behavioural change

Drive CRM adoption and consistent ways of working across teams and regions
Deliver practical training, guidance and coaching to users
Work with senior stakeholders to embed stronger CRM behaviours and better quality data capture

Stakeholder Management

Work closely with business development, operations, finance, and leadership teams
Act as a key point of contact between users, management, and external CRM partners/vendors

Requirements

Skills & Experience

Essential

Experience administering or managing a CRM platform
Strong understanding of CRM processes and data management
Experience producing reports and dashboards
Strong organisational and communication skills
Ability to work with both technical and non-technical stakeholders
Proactive, solutions-focused approach

Desirable

Experience within a professional services or consultancy environment
Experience supporting CRM adoption or change initiatives
Knowledge of workflow automation and integrations
Familiarity with Power BI or similar reporting tools

Systems Experience

Experience with any major CRM platform is welcomed, including:

Insightly
Salesforce
Microsoft Dynamics 365
HubSpot

Previous experience with Insightly is not essential.

Benefits

Why join us

We believe in empowering our people and giving them the opportunities to shine. As an employee-owned company means that our team are dedicated and passionate about what they do, and that’s the reason why we are at the forefront of our industry.

Steer has 5 offices in the UK: London, Leeds, Hemel Hempstead, Manchester and Birmingham.

Steer is an equal opportunity employer and welcomes all candidates regardless of race, color, ancestry, gender identity or expression, religion, national origin, sexual orientation, age, citizenship, marital status, disability, Veteran status, or any other legally protected status. Any other human expressions and experiences not mentioned here are equally welcome. If you require an accommodation, now or throughout your employment, please let us know.

We offer a competitive benefits package including:

Private medical insurance and health screening
Life assurance and group income protection
Company pension scheme
EAP and mental health first aiders
25 days annual leave and ability to buy and sell annual leave days,
Season Ticket Loan/ Cycle to Work,
Group Share Incentive Plan,
Up to 5 days for volunteering activities,
Free Mortgage Advice Service
Discretionary bonus scheme based on annual compensation (dependent upon individual and company performance).
Learning and Development plan

Compensation

Steer is committed to ensuring that all its employees are compensated a fair, liveable wage. All initial compensation, regardless of location, may be subject to change as skills, abilities, internal equity and geographic location are taken into account.

In addition to base salary, all employees will be eligible for an annual discretionary performance bonus. Please review the benefits section for more information on total reward.

Steer reserves the right to ultimately pay more or less than the posted range and offer additional compensation.

Work Environment

All Steer employees seeking a full-time opportunity are encouraged to spend 60% of their time either in the office or on-site with clients. An employee’s typical work week consists of 37.5 hours (Hours, expectations, and exemption status will be adjusted for any applicant seeking a part-time opportunity.)

We understand that some may be dissuaded to apply based off their compatibility with the job description. That being said, we understand that not everyone is a perfect match on paper and encourage anyone to apply regardless of how much their work experience directly relates to the job description.

Part-time and flexible working applications will be considered.

Ready to apply? Just complete our brief online application form and attach your CV and covering letter.

Quick apply

Refine Your Search

mortgage manager jobs in amersham, bkm

CRM Manager

Licensed Conveyancer or Residential Conveyancing Solicitor (Secured Lending)

Compliance Coach

Licensed Conveyancer or Solicitor (Secured Lending)

Sales Director - EMEA

Licensed Conveyancer or Solicitor (Residential Conveyancing)

Paraplanner / Trainee Mortgage Adviser

Bridging Loan Case Manager

Licensed Conveyancer or Residential Conveyancing Solicitor

George & GM Manager

Delivery Transformation Lead

Secured Loan Packager / Case Manager

Business Analyst

Loans Pricing Manager

Capital Markets Manager

People Operations Specialist

HR Customer Administrator

Business Development Manager – Buy-to-Let & Bridging (Midlands Based)

Technical Content Manager

Site Security Manager

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