Mortgage manager Work, Jobs in Pitstone, 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
Project Manager
DHL Supply Chain —Milton Keynes
- Remote
- PMP
- Continuous improvement
- Budgeting
11d
Licensed Conveyancer or Residential Conveyancing Solicitor (Secured Lending)
Lightfoots LLP —Thame
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Licensed Conveyancer or Solicitor (Secured Lending)
Lightfoots LLP —Thame
- Full-time
- Bachelor's degree
- Organisational skills
- IT
- Health & wellbeing programme
- Annual leave
Quick apply
12d
Senior Estate Agent / Valuer / Sales Consultant
House of Archers —Luton
- Up to £75,000 a year
- Full-time
- Heavy lifting
- Sales
- Business development
Quick apply
Data Privacy Manager
DHL Supply Chain —Milton Keynes
- Remote
- Travel
- Communication skills
- Annual leave
9d
Trainee Mortgage Adviser / Paraplanner
Loans Warehouse —Watford
- £23,500 - £25,000 a year
- Overtime
- CRM software
- Customer service
- Organisational skills
- Free parking
- Life insurance
Quick apply
6d
Completions Manager – Specialist Property Finance
CRS Ltd —Milton Keynes
- Hybrid work
- Team management
- Mentoring
First Line Manager
DHL Supply Chain —Milton Keynes
- Day shift
- Computer literacy
- Analysis skills
- Leadership
- Free parking
- Annual leave
HR Customer Administrator
DHL Supply Chain —Milton Keynes
- Hybrid work
- Oracle
- Microsoft Office
- Continuous improvement
Senior Project Manager
DHL Supply Chain —Milton Keynes
- Full-time
- Hybrid work
- Continuous improvement
- Communication skills
Training and Resourcing Manager
DHL Supply Chain —Luton
- Monday to Friday
- Management
- Recruiting
- Training & development
3d
Compliance Coach
Loans Warehouse —Watford
- £30,000 - £35,000 a year
- Full-time
- Accounting
- Financial services
- Communication skills
- Free parking
- Annual leave
Quick apply
11d
Estate Agent
The Property Experts —Milton Keynes
- £60,000 - £100,000 a year
- Remote
Quick apply
Mortgage Completions Officer
Allica Bank —Milton Keynes
- Full-time
- Hybrid work
- Customer service
- Communication skills
Account Manager
Aspect Electrical Limited —Hemel Hempstead
- £32,000 - £40,000 a year
- Full-time
- Microsoft Excel
- Travel
- QuickBooks
Quick apply
5d
Assistant Manager (Front of House) - Luton Airport
Pret A Manger —Luton
- From £34,654 a year
- Hospitality
- Inventory control
- Mentoring
- Annual leave
- Employee discount
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
2d
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
6d
HR Administrator
Seva Care Group UK Ltd. —Harrow
- £26,500 - £28,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Data entry
Quick apply
2h

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mortgage manager jobs near pitstone, bkm

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 pitstone, bkm

CRM Manager

Project Manager

Licensed Conveyancer or Residential Conveyancing Solicitor (Secured Lending)

Licensed Conveyancer or Solicitor (Secured Lending)

Senior Estate Agent / Valuer / Sales Consultant

Data Privacy Manager

Trainee Mortgage Adviser / Paraplanner

Completions Manager – Specialist Property Finance

First Line Manager

HR Customer Administrator

Senior Project Manager

Training and Resourcing Manager

Compliance Coach

Estate Agent

Mortgage Completions Officer

Account Manager

Assistant Manager (Front of House) - Luton Airport

Licensed Conveyancer or Solicitor (Residential Conveyancing)

Bridging Loan Case Manager

HR Administrator

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