Mortgage Qualifier

Mortgage Qualifier

Location: Remote
Salary: £28,500 - £29,500 dependent on experience plus up to £1,500 bonus paid quarterly
Contract: Full-Time, Permanent
Hours: Monday Friday 9am-5.30pm with 1-2 Sundays per month (PM-PM, time in lieu given)

What you ll receive:

A brand and culture that helps you succeed:

• One of the UK s most trusted (Trustpilot reviews)
• Customer-centric advice model no hard sales
• Supportive, people first environment

Earning potential & growth

• Competitive salary and performance-based incentives
• Opportunities for professional development and career growth
• Supportive and collaborative work environment
• Comprehensive benefits package

About Us:

First Mortgage is a leading UK mortgage and protection business, and this role sits within our fully remote team who deal mainly with First Time Buyers.

We re a growing, high-performing team of around 40, comprised of Mortgage and Protection Brokers, Administrators, Qualifiers and Case Managers working collaboratively across the UK.

We operate with a strong focus on customer experience, quality and efficiency, supported by robust systems and clear processes.

Whether you re just starting out in your career or looking to expand your experience, you ll be joining a supportive team that values reliability, communication and doing things the right way.

The Role:

The Mortgage Qualifier supports customers at the start of their home-buying journey, acting as their first point of contact from initial enquiry through to booking with a mortgage adviser. The role focuses on delivering an excellent customer experience while ensuring advisers receive well-prepared clients.

You ll answer initial questions, explain next steps, complete affordability checks, review lender criteria, and assess eligibility.

Customers will leave with a clear understanding of how much they can borrow, whether they re ready to buy, or what they need to do next ensuring they re confident and prepared to move forward when they find their home.

Main Responsibilities:

• Build and nurture strong customer relationships from first enquiry through to adviser booking.
• Qualify mortgage leads by completing affordability checks and reviewing lender criteria.
• Conduct customer appointments and respond to live chat enquiries promptly.
• Convert leads into mortgage applications and maximise adviser bookings.
• Provide conveyancing quotes, follow up, and instruct solicitors where required.
• Manage adviser diaries, ensuring customers are prepared and leads are evenly distributed.
• Consistently achieve KPIs across lead conversion, appointments, and conveyancing sales.

Knowledge, Skills & Experience:

• Ability to deal with a high volume of leads and prioritise accordingly.
• Previous experience carrying out customer phone calls and delivering an exceptional customer experience.
• Excellent administration and communication skills.
• Previous experience in the mortgage industry is preferred.
• We would love for you to be CeMAP qualified or studying towards your CeMAP.

If you feel you have the necessary skills and experience to be successful in this role, click on APPLY today, forwarding an up-to-date copy of your CV for consideration in the first instance.

No agencies please