1st Line Mortgage Executive

5 hours ago


South Shields, United Kingdom Lets Recruit Limited Full time

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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