At a Glance
- Tasks: Support customers through their mortgage journey with proactive outreach and guidance.
- Company: Join Habito by Monzo, a tech-driven company revolutionising the mortgage process.
- Benefits: Enjoy a competitive salary, flexible holidays, and remote-first working.
- Other info: Diverse and inclusive culture with opportunities for career progression.
- Why this job: Be part of a team that’s changing the mortgage industry for the better.
- Qualifications: Experience in outbound contact roles and a CeMAP qualification are essential.
The predicted salary is between 30000 - 40000 £ per year.
We’re looking for Mortgage Experience team members. Habito by Monzo is making it easier than ever to get a mortgage, with cutting-edge technology and a straightforward service that puts customers in control. We are looking for an energetic team member who is passionate about supporting customers through our online journey, either online or over the phone, which will result in them finding H.O.M.E.
More about what you’ll do:
- Your role will be focused on outbound contact.
- You will predominantly be proactively contacting customers to offer support and guidance through the Habito by Monzo online journey. This will be a combination of our retention database and customers who have spoken to a Mortgage Expert but not submitted a mortgage application.
Responsibilities:
- Proactively contacting customers to guide them through the online journey, with the ultimate aim of getting them to provide everything needed to have a mortgage application submitted.
- Being efficient, organised and managing numerous leads, diarising to contact customers at the appropriate time.
- Creating a best in class advice service for all customers, keeping customers fully informed throughout the process.
- Providing a 5-star customer experience throughout all interactions, putting the customer first & empathising with purpose.
- Delivering a high-quality level of communication via phone.
- Working closely with direct Ops colleagues to deliver the best results for the customer.
- Proactively addressing bottlenecks & blockers that may arise in the process.
- Adhering to quality & compliance standards.
The candidate will be:
- Extremely organised & proactive.
- Experienced in a similar outbound contact role.
- Want to work as part of a team to achieve what is best for our customer.
- CeMAP or equivalent qualification (essential).
- Eager to help us disrupt the mortgage industry & continually improve.
The benefits:
- Competitive salary and bonus.
- Remote-first working.
- Flexible holiday - 25 days holiday and more if you need it! (this is team dependent).
- Enhanced maternity & paternity leave - for when you plan to start a family.
- Life assurance - 4 x your annual salary.
- Career progression - we help you build your career.
- Contributory pension scheme - We have an ethical pension fund, but you can decide where you put your money.
- 2 days paid volunteering for charity.
- Work from anywhere for 2 weeks, a year.
More about Habito by Monzo:
You shouldn’t have to go through hell to get a mortgage. That’s why we built Habito by Monzo. We use breakthrough technology and top tier experts to deliver the most personalised, fast and convenient way to get a mortgage today. All for free. We don’t stop at mortgages, either. Together we’re building whole new ways of buying and owning your home. At Habito by Monzo, you’ll be a vital part of that future.
We want to hear from everyone. The creative brilliance and ingenuity at Habito by Monzo wouldn’t be possible without a diverse team bringing different perspectives, experience and skills together. If you feel you can do the job, we’d like to hear from you, no matter what your background. We want to foster a culture where everybody feels included, heard, and equal – regardless of age, disability, gender, marital or parental status, race, religion or belief, sex or sexual orientation.
Keeping your data safe is really important to us. Please take a look at our Candidate Data Privacy Notice: https://monzo.com/docs/
Mortgage Experience in Worcester employer: Habito
At Habito by Monzo, we pride ourselves on being an exceptional employer that champions innovation and customer-centric service in the mortgage industry. Our remote-first work culture promotes flexibility and work-life balance, complemented by generous benefits such as enhanced parental leave, a contributory pension scheme, and opportunities for career progression. Join us in a dynamic environment where your contributions directly impact our mission to simplify the mortgage process for everyone.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Experience in Worcester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Habito. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Experience in Worcester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Habito.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Habito's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Habito
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Habito.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Habito will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Habito employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
