Overview
An exciting opportunity to join a growing mortgage team as a Mortgage Pre-Qualification Executive. This role is ideal for someone who enjoys speaking with clients, assessing eligibility, and supporting the early stages of the mortgage process. You’ll play a key part in ensuring every potential client is qualified, informed, and ready to progress smoothly with an advisor.
Key Responsibilities
- Identify and qualify potential mortgage clients from online enquiries, referrals, and marketing leads.
- Conduct initial assessments to determine client suitability and eligibility for mortgage products.
- Engage with clients by phone and email to gather information and explain next steps in the process.
- Schedule qualified clients for appointments with Mortgage Advisors.
- Review and verify client documentation to ensure accuracy and completeness.
- Provide structured feedback to improve lead generation and conversion quality.
- Maintain accurate client records and ensure compliance with internal and regulatory standards.
- Monitor key metrics such as conversion rates, response times, and pipeline performance.
Benefits
- Full training on mortgage systems and products.
- Strong career progression opportunities into mortgage advisory or operations roles.
- Supportive team environment with continuous professional development.
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