1st Line Mortgage Executive
5 hours ago
About Us:
Hello Mortgage, part of MyInfinity Finance Limited, is a trusted provider of regulated mortgage and financial services, committed to delivering exceptional customer care while adhering to strict FCA regulatory standards. We are seeking a 1st Line Mortgage Executive to be the first point of contact for inbound mortgage enquiries. This role is integral to ensuring high-quality service and compliance within the company.
Role Overview:
As a 1st Line Mortgage Executive, you will manage initial customer interactions with professionalism and courtesy. You will conduct a preliminary fact find and affordability assessment to determine the client's eligibility, ensuring that only suitable leads progress to the next stage. If a client meets the criteria, you will arrange a call with a qualified Mortgage or Protection Adviser.
This role is a stepping stone for those aspiring to progress within regulated mortgage advice, offering full CeMAP training.
Requirements
Key Responsibilities:
Customer Interaction:
- Handle initial welcome calls to introduce Hello Mortgage and explain its services.
- Ensure customers receive all required documentation, including initial disclosure documents (IDD).
- Conduct a preliminary fact find and affordability assessment to evaluate client eligibility.
- If proceedable, explain the next steps and book appointments with Senior Mortgage Advisers.
Compliance:
- Ensure all processes 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.
Skills and Experience Required:
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
- Competitive salary package.
- Full CeMAP training for career progression within regulated advice.
- Supportive and collaborative working environment.
- Opportunities for growth within a well-regarded financial services company.
If you’re a customer-focused professional with an interest in regulated financial services, this is your chance to join Hello Mortgage and build a rewarding career. Apply now to take the first step
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