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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