About Believe Money Group
Believe Money Group is a fast-growing financial services organisation specialising in innovative solutions across the lending and broker markets. We are driving transformation across our group of companies by combining strong operational expertise with modern systems, data, and customer-first thinking. Our purpose is simple: to bring clarity, speed, and confidence to financial decision-making. Through our lending and mortgage businesses, we support customers with financial expertise, efficient processes, strong lender relationships, and a culture of continuous improvement.
PRIMARY ROLE
Liaise with lenders, solicitors, clients, and second charge mortgage advisors providing the best possible service to Believe customers and business partners.
GENERAL RESPONSIBILITIES
· Filing, scanning, photocopying of all relevant documents which are needed for a second charge mortgage application.
· Maintaining business logs using internal CRM system.
· Deliver excellent customer service to Believe Clients.
· Ensure all clients are happy throughout the whole application process from documents received right through to completion with the lender.
· Work with the second charge mortgage advisors to ensure deals are underwritten correctly and are packaged to high quality standards before being submitted down to lenders.
· Work within a team to ensure all clients are being serviced as well as personal clients.
· Communicate with management producing reports on personal case loads which can be used for completion predictions.
· Manage a pipeline in a fast-paced mortgage environment, from submission to completion.
· Dealing with any incoming general enquiries.
· Ensuring acceptance of terms, Loan offers are received promptly and checking against application data and/or KFI.
· Proactively keep up to date with product criteria for all lenders which the business has on panel.
· Reviewing, updating, tracking and monitoring of cases.
· Keeping customers up to date on their case and push for feedback on all completed cases.
· Talk all clients through the Trustpilot process and how important their feedback is to improve our service.
· Ensure Clients have discussed Protection with our in-house team before their application completes.
· Work with our compliance team and mortgage network to ensure all regulatory requirements have been completed on all personal cases.
· Meet all departmental SLAs and targets.
· Understand what Treating Customers Fairly (TCF) means and embed this fully within your work.
· Attend internal or external meetings as required.
BENEFITS
· Cash Plan with Westfield Health
· Gym Membership
· Cycle to work scheme
· Access to Free Therapy sessions
· Pension
· Fresh fruit delivered weekly
· Parking
· End of Quarter Events and incentives
· Progression opportunities
Job Types: Full-time, Permanent
Pay: From £25,500.00 per year
Benefits:
- Company events
- Company pension
- Free parking
- Health & wellbeing programme
- On-site parking
- Private medical insurance
Work Location: In person
