First Point of Contact
1 month ago
Hello Mortgage, a part of MyInfinity Finance Limited, offers regulated mortgage and financial services. Our team follows strict FCA guidelines, prioritizing exceptional customer service.
Role Overview:
This position involves conducting initial customer interactions with professionalism and respect. Assess client suitability through a preliminary fact find and affordability evaluation. Book appointments with senior mortgage advisers for eligible clients.
Key Responsibilities:
- Handle welcome calls, introducing Hello Mortgage and its services.
- Ensure customers receive necessary documentation, including IDD.
- Conduct an initial assessment to evaluate client suitability.
- If proceedable, explain next steps and schedule appointments.
Skills and Experience Required:
- Strong problem-solving and decision-making abilities.
- Excellent communication and listening skills.
- Familiarity with CRM systems and Hello Mortgage's offerings.
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