Job Description
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.
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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.
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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.
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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.
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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.
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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!
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.