Mortgage Adviser

Summary

Join Moneybox and become a Mortgage Broker, helping customers navigate the home-buying process. You will provide personalized mortgage advice, meet sales targets, and refer protection leads. This role requires collaboration with other teams to ensure a seamless customer journey and adherence to quality and risk standards. The ideal candidate is driven, customer-focused, and experienced in mortgage advising, with a passion for improving the home-buying experience.

Requirements

• You are driven and ambitious, looking to build your career at an exciting, fast growing company
• You are both sales and customer service driven
• You have experience with advising from a panel of lenders
• You are passionate about improving the home-buying experience for first time buyers
• You have a high level of empathy and go above and beyond for customers
• You have excellent verbal and written communication skills
• You are flexible to work evening and weekend shifts
• You will have 5+ years provable experience within a mortgage broker role
• You will have a comprehensive knowledge of the mortgage industry and be used to meeting sales targets
• You will be CeMAP qualified and hold Competent Adviser Status
• The ability to apply risk management policies and procedures

Responsibilities

• Provide professional and personalised mortgage advice to Moneybox customers
• Consistently meet challenging monthly targets for Mortgage Applications
• Refer high quality protection leads to our protection team to ensure that our customers are fully protected
• Guide customers through the mortgage application process and help them from their first step to their doorstep!
• Continuously look for ways to improve the customer experience
• Work with other teams, such as our Home-buying Qualifiers, Administrators and Case Managers, to ensure smooth handovers and a seamless customer journey
• Meet quality assurance, service and risk targets in a regulated environment