The Senior Mortgage Arranger role sits within Wealth & Personal Banking and is based in our branch network. The purpose of the role is to establish and grow the Bank’s mortgage business by delivering a professional, customer-focused mortgage advice service to both new and existing customers. You will operate in line with the Bank’s Treating Customers Fairly (TCF) policy, providing high-quality, sales-driven support by identifying customer needs and recommending appropriate mortgage solutions.
Key responsibilities
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Provide mortgage advice using the EDRAS-based sales process to identify, understand and manage customer needs, and produce comprehensive reports documenting the full advice journey.
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Submit mortgage applications supported by clear, concise and high-quality PARSERS to enable first-time approval.
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Identify new and innovative ways to drive mortgage growth, challenge process barriers, and collaborate with Product & Credit and other relevant teams to share best practice and unlock opportunities.
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Coach and develop branch-based colleagues to become consistent and effective lead sources (e.g., BDMs, RBMs, S&S Managers, Premier and UB teams).
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Manage mortgage and cross-sell opportunities end-to-end, with the ability to provide succinct weekly pipeline and performance updates.
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Recognise broader financial planning needs and refer customers to appropriate specialist areas across the Bank.
Ideal candidate profile
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Strong product knowledge, including mortgages and protection solutions.
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Relevant professional qualifications (e.g., full CeMAP or equivalent).
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Proven experience working to sales targets, with a willingness to be measured against sales performance.
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A continuous improvement mindset, focused on enhancing customer outcomes and service quality.
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Ability to achieve targets while motivating and supporting others to deliver results.
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Excellent written and verbal communication skills, able to explain complex information clearly to varied audiences.
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Experience managing budgets and using numerical data to assess performance, report outcomes, and identify risks and opportunities.
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Demonstrated capability to build, manage and grow customer relationships through strong commercial awareness and customer insight.
Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.
If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [email protected].
