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Mortgage Qualifier 12 month FTC



Posted over 30 days ago...


Join our dynamic team as a Homebuying Qualifier and guide customers on their exciting journey towards homeownership


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No salary declared 😔

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In-person- London United Kingdom

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Expires at anytime

Organisation summary: Moneybox is a leading financial institution dedicated to helping clients navigate the complex process of buying a home. As a Homebuying Qualifier, you'll be part of a passionate team committed to delivering exceptional customer service and ensuring a smooth transition for homebuyers from their initial inquiry to the final steps of securing a mortgage.

  • Develop and maintain relationships with customers, providing support from the start of their home buying journey.
  • Efficiently manage customer inquiries, ensuring quick responses and proper guidance.
  • Create and review messaging and triaging systems to enhance communication.
  • Organize and qualify customer appointments with Mortgage Advisers for optimal efficiency.
  • Conduct mortgage eligibility checks and qualify leads using affordability calculators.
  • Execute outbound calls to assist customers in becoming mortgage-ready.
  • Proven ability to handle high-volume workflows and prioritize tasks effectively.
  • Strong administrative and communication skills are essential.
  • Preferably CeMAP qualified or currently pursuing CeMAP certification.
  • A background in excellent customer service and experience with customer phone calls is required.

Your application acknowledges your consent to Moneybox's data management policies, including the use, sharing, and storage of your personal data for recruitment purposes and potential future opportunities. International transfers of data may occur. Security checks will be conducted in line with regulatory requirements. Please inform us of any potential issues regarding your suitability due to financial history. To not retain your details for future vacancies, contact [email removed - click apply for more details].

The purpose of the Homebuying Qualifier role is to support our customers through the very first stages of their Home Buying journey. You’ll be their first point of contact right from when they first open their LISA with us to when they are booked in to speak to an adviser, answering their questions along the way and guiding them to their next steps.    

The goal is to optimise for customer experience and adviser efficiency. You will ensure that customers know their next steps, answer their initial questions and help them get prepared to buy using your expert knowledge and our content ensuring that when they speak to an adviser they are prepared and in a position to proceed.

What You'll Do

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

Experience and Skills

Ability to deal with a high volume workflow and prioritise accordingly Excellent administration and communication skills We would love for you to be CeMAP qualified or studying towards your CeMAP Excellent customer service skills Previous experience carrying out customer phone calls

Please read before you apply!

By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.

We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.

We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.

If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would rather we did not keep your details on file, you can contact us at email: [email removed - click apply for more details]

Your application will be subject to criminal record and adverse credit history checks (such as CCJs, IVAs and bankruptcy). As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know.


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