Match score not available

Homebuying Qualifier

Remote:

Full Remote

Work from:

United Kingdom

Offer summary

Qualifications:

Customer service skills, Excellent communication skills, Administration skills, CeMAP qualification preferred.

Key responsabilities:

Develop relationships with customers
Manage advisers' diaries and appointments

Moneybox Financial Services SME http://moneyboxapp.com

201 - 500 Employees

See more Moneybox offers

Job description

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.

What you'll do

Develop 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 policy

Outbound 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 accordingly

Excellent administration and communication skills

We would love for you to be CeMAP qualified or studying towards your CeMAP

Excellent customer service skills

Previous experience carrying out customer phone calls

Please read before you apply!

By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.

We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.

We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.

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: DPO@moneyboxapp.com

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.