Join us as a Mortgage Specialist You’ll play an active role in a customer’s life by profiling them to understand their mortgage needs We’ll look to you to deliver excellent customer service in every interaction, using your communication and relationship management skills You’ll work with other teams in the bank to deliver outcomes and a seamless experience for your customers You’ll will work from home some of the time but you’ll be expected to work in your local office a minimum of six days per month What you'll do As a Mortgage Specialist, you’ll keep the customer at the forefront to resolve their queries efficiently and in a timely manner.
In delivering exceptional customer service, you’ll cross refer appropriate business to colleagues in other departments, helping to provide the best outcomes for our customers. . This will be consistent throughout your team as you’ll be mentoring less experienced colleagues through sharing your knowledge and best practice. You’ll also be: Acting as a trusted adviser to clients, providing guidance about suitable regulated mortgage products Resolving any advice or client service complaints within policy and agreed timescales Maintaining up-to-date knowledge and understanding of financial markets The skills you'll need We’ll need you to hold a CeMAP qualification to be considered for this role.
You’ll also make a direct impact to the mortgage team with your excellent relationship management skills, and you’ll have the ability to deliver consistently high levels of customer service. You’ll also need: Experience in banking and financial services with a broad understanding of financial markets, products and services Strong influencing and negotiation skills The ability to apply risk management policies and procedures A track record of meeting quality assurance, service and risk targets in a regulated environment An intermediate level of experience in Microsoft Office and other relevant technical systems skills Hours 35 Job Posting Closing Date: 22/09/2026 Ways of Working:Hybrid