Homebuying Qualifier

Summary

Join Moneybox as a Homebuying Qualifier and be the first point of contact for customers starting their home-buying journey. You will guide customers through initial steps, answer questions, and prepare them for meetings with mortgage advisors. This role focuses on optimizing customer experience and advisor efficiency. You will manage customer interactions, ensure smooth lead distribution, and help create efficient messaging systems. The position requires strong communication and administrative skills, along with experience in customer phone calls. CeMAP qualification or enrollment is preferred.

Requirements

• Ability to deal with a high volume workflow and prioritise accordingly
• Excellent administration and communication skills
• Excellent customer service skills
• Previous experience carrying out customer phone calls

Responsibilities

• Develop strong relationships with customers from the outset of their Home Buying journey; nurturing them and ensuring that they are prepared for each step in the process
• Monitor volumes throughout the day making sure that incoming customers are greeted quickly, their questions answered and that they are assigned to the next available Mortgage Adviser if applicable
• Help to create triaging and message routing ‘rules’, reviewing this messaging regularly to ensure that it is still fit for purpose
• Manage advisers diaries ensuring that customers booked in for the coming days are qualified and know what to expect from their appointments
• Ensure even distribution of leads across the Mortgage Adviser team working with them to improve efficiencies with regards to their diary management
• Check customers mortgage eligibility & qualify mortgage leads by carrying out affordability calculators and researching lenders policy
• Outbound customer qualification / enquiry phone calls to help our customers get mortgage ready

Preferred Qualifications

CeMAP qualified or studying towards your CeMAP

Benefits

Working days: Monday-Friday 9am-5:30pm with x1 Saturday & Sunday per month plus bank holidays on rotation with team