Our client is seeking a customer-focused Mortgage Sales Executive to deliver an exceptional mortgage and lending experience to both new and existing customers, helping them achieve their property goals while building long-term relationships.
What you’ll do:
- Manage new and existing mortgage enquiries from initial contact through to completion.
- Conduct customer fact-finds and affordability assessments to understand individual borrowing needs.
- Explain mortgage products and identify suitable lending solutions for customers.
- Guide customers through the mortgage application process, ensuring a seamless experience.
- Work closely with colleagues and key stakeholders to support efficient application processing.
- Build and maintain strong customer relationships through proactive communication and service.
- Support product transfers, retention activity, and additional borrowing enquiries.
- Ensure compliance with regulatory requirements, AML obligations, and data protection standards.
- Maintain accurate customer records and documentation throughout the customer journey.
What you’ll need:
- CeMAP qualification.
- Experience within financial services, banking, mortgage lending, or a related environment.
- Strong understanding of mortgage products, affordability assessments, and lending criteria.
- Excellent communication and relationship-building skills.
- A customer-focused approach with strong attention to detail.
- The ability to work accurately and effectively within a regulated environment.
- Knowledge of the Channel Islands and UK property markets would be ideal.
- Experience using CRM platforms or mortgage application systems desirable.
Why join?
- Join a growing and supportive organisation.
- Help customers achieve their property goals.
- Build long-term client relationships and make a real impact.
- Develop your mortgage and financial services expertise.
- Benefit from genuine career progression opportunities.
More information about this role is available upon request – contact the team today for further details.
