Mortgage Telephone Consultant

Huntsrecruitment; City of Edinburgh; On-site; GBP 24,000 - 30,000; Full time

Job summary

A leading recruitment agency is seeking a Mortgage Telephone Consultant to join its team in Edinburgh or Aberdeen. The successful candidate will manage inbound and outbound calls, qualify clients for mortgage appointments, and support them throughout their mortgage journey. This role requires strong sales skills, attention to detail, and the ability to work independently. Full training will be provided, and there are opportunities for career progression within Financial Services.

Qualifications

• Experience in telephone sales is essential.
• Must be well-organised and detail-oriented.
• Should possess strong written communication skills.

Responsibilities

• Manage inbound and outbound calls and online enquiries.
• Qualify clients and book them in for appointments with advisers.
• Nurture clients throughout their mortgage journey.

Skills

Confident communicator with experience of telephone sales

Well organised with attention to detail

Driven and self-motivated

Sales orientated with ability to spot opportunities

Strong written communication

Numerate and comfortable with basic calculations

IT literate – knowledge of Excel, Word, Outlook

Tools

Excel

Word

Outlook

Job description

Full job description

We have an exciting opportunity for a Mortgage Telephone Consultant to join our Mortgage and Protection team in Aberdeen or Edinburgh. The successful candidate will be responsible for generating and qualifying mortgage and protection appointments for advisers.

ROLE OF DEPARTMENT

• Managing inbound and outbound calls, and online enquiries from new and existing clients of Aberdein Considine, who require whole of market mortgage advice
• Qualifying clients by gathering relevant information to be able to assess clients’ ability to secure a mortgage and book clients in for an appointment with an adviser
• Nurture clients who are the initial stages of their mortgage journey and manage through to an appointment with an adviser

KEY RESPONSIBILITIES

• Handling all inbound mortgage and protection related enquiries
• Qualifying mortgage and protection appointments
• Generating mortgage appointments from outbound calls to existing clients
• Liaising with key stakeholders in the business, including mortgage advisers, property staff and senior managers
• Creation and updating of accurate MI to evidence performance and drive improvements
• Accurate data entry and updating of CRM system
• Requesting and analysing credit files from clients with credit issues
• Identifying opportunities for referrals to other areas of the Firm e.g. legal, estate agency, investment needs

SKILLS AND EXPERIENCE

Essential

• Confident communicator with experience of telephone sales
• Well organised with an attention to detail
• Driven, self-motivated with an ability and desire to work autonomously
• Sales orientated with an ability to spot opportunities
• Strong written communication
• Numerate and comfortable with basic calculations
• IT literate – good knowledge of Excel, Word, Outlook

Desirable

• Basic understanding of mortgages and protection – not essential as full training will be given
• Experience of building relationships over the telephone
• Desire to progress career within Financial Services