Mortgage Service Representative

3 weeks ago


South Shields, South Tyneside, United Kingdom Lets Recruit Limited Full time

About Us:

Hello Mortgage, a subsidiary of MyInfinity Finance Limited, is a trusted provider of mortgage and financial services. Our team is committed to delivering exceptional customer care while upholding strict regulatory standards.

This role involves managing initial customer interactions with professionalism and courtesy. As the first point of contact for inbound mortgage enquiries, you will conduct preliminary fact finds and affordability assessments to determine client eligibility. If a client meets the criteria, you will arrange calls with qualified Mortgage or Protection Advisers.

Job Overview:

This is an excellent opportunity for those aspiring to progress within regulated mortgage advice. We offer full CeMAP training to support your career development.

Key Responsibilities:

Customer Interaction:

  • Handle welcome calls to introduce Hello Mortgage and explain its services.
  • Ensure customers receive required documentation, including initial disclosure documents.
  • Conduct preliminary fact finds and affordability assessments to evaluate client eligibility.
  • If proceedable, explain next steps and book appointments with Senior Mortgage Advisers.

Compliance:

  • Adhere to FCA regulatory requirements.
  • Record all interactions and ensure transparency in client communications.
  • Note: This role does not involve giving regulated advice and is not subject to SMCR.

Required Skills and Qualifications:

Knowledge:

  • Familiarity with regulatory compliance, administration procedures, and sales processes.
  • Understanding of CRM systems and Hello Mortgage's products and services.

Skills:

  • Strong problem-solving and decision-making abilities.
  • Exceptional customer care and effective listening skills.
  • Excellent time management and organisational skills.

Personal Attributes:

  • Patient, respectful, and trustworthy.
  • Flexible and calm under pressure.
  • Honest and professional in all interactions.

Benefits:

  • A competitive salary package (£25,000 - £35,000 per annum).
  • Full CeMAP training for career progression within regulated advice.
  • A supportive and collaborative working environment.
  • Opportunities for growth within a well-regarded financial services company.

As a customer-focused professional with an interest in regulated financial services, this role offers a rewarding career opportunity. You will have the chance to develop your skills and expertise while contributing to our team's success.



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