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.
\n What you'll doDevelop 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 policyOutbound customer qualification / enquiry phone calls to help our customers get mortgage ready Working days: Monday-Friday 9am-5:30pm with x1 Saturday & Sunday per month plus bank holidays on rotation with team Experience and skills Ability to deal with a high volume workflow and prioritise accordinglyExcellent administration and communication skillsWe would love for you to be CeMAP qualified or studying towards your CeMAPExcellent customer service skillsPrevious experience carrying out customer phone calls
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Please note if offered a position, the offer is conditional and subject to the receipt of satisfactory pre-employment checks which we will conduct such as criminal record and adverse credit history checks. 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 in advance.
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: ********
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.