My client are a fast growing start up looking to change the face of financial advice and the way it's delivered in the UK. They firmly believe that a human adviser needs to be at the heart of every client relationship, however by leveraging technology they can empower their advisers to deliver higher levels of service and cut out a lot of the day to day admin that gets in the way.
They're here to build a game changer in the advice industry that delivers better customer outcomes, at a lower cost, for more people. Through customer-centric advisers supported by innovative technology, they can empower their customers to go beyond just making smarter financial decisions to living the lives they dream of.
About the role:
They are looking for a Mortgage Specialist to play a pivotal role in their growing mortgage team, ensuring the seamless delivery of mortgage services to clients. This is a fantastic opportunity to take a leading role in a rapidly growing business and carve out a path for the rest of your career.
This position demands a creative thinker with extensive experience in mortgage advice who is able to solve complex customer cases while delivering an exceptional client experience. A deep understanding of regulatory requirements and exceptional time management skills will also set you up for success. You will be responsible for overseeing the end-to-end mortgage process, including business development, processing, and ongoing servicing. Collaborating closely with other senior leaders in the business and the rest of the mortgage team, you will develop and implement strategies to drive operational efficiency, enhance customer satisfaction, and support the organisation's growth objectives.
What you'll be doing:
- Customer focus: Ensure a superior customer experience by maintaining high standards of service and addressing any issues or concerns promptly and effectively.
- Leadership: Provide strong leadership and guidance to the mortgage team, fostering a culture of excellence, collaboration, and continuous improvement.
- Operational oversight: Oversee all aspects of mortgage operations, ensuring compliance with regulatory requirements, company policies, and industry best practices.
- Process improvement: Identify opportunities for process enhancements and implement changes to streamline operations, reduce costs, and improve service delivery.
- Inter-team collaboration: Collaborate with the other teams within the business to deliver consistent client outcomes and drive overall business success.
Requirements
The ideal candidate will possess:
- Relevant qualification to be able to give mortgage advice in the UK (e.g. CeMAP / Certificate in Mortgage Advice).
- Extensive experience in mortgage broking and operations, with a proven track record of delivering great customer outcomes in a high volume mortgages business.
- In-depth knowledge of mortgage products, regulatory requirements, and industry trends.
- Experience presenting webinars and building relationships for business development.
- Strong analytical, problem-solving, and decision-making skills.
- Excellent communication and interpersonal abilities.
- A results-oriented mindset with a focus on delivering exceptional customer service and achieving operational excellence.
Highly desirable (but non-essential):
- Relevant qualification to be able to give protection advice in the UK (e.g. Certificate in protection, R05 protection advice).
- Experience in a scale-up business (0-100 employees).
- Experience designing and leading change on operational processes to drive efficiencies.
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