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For Companies At a Glance
- Tasks: Help customers navigate mortgage options and provide excellent service via phone.
- Company: Join Leeds Building Society, a purpose-driven organisation since 1875.
- Benefits: Enjoy competitive pay, annual bonuses, generous holiday, and pension contributions.
- Why this job: Kickstart your mortgage career with training and the chance to earn a recognised qualification.
- Qualifications: Customer service experience; partial CeMAP or commitment to study for it.
- Other info: Flexible working after 6 months and a supportive, inclusive culture.
The predicted salary is between 28800 - 43200 £ per year.
We’ve been helping our members save for their future and buy their own home since 1875. Join us and you’ll play a big role in helping us to put home ownership within reach of more people, generation after generation. It’s a purpose that drives everything we do. And you can play your part too – join our dedicated Direct Mortgage team as a Mortgage Assessor, to give our members the great service we pride ourselves on via our telephony channel. The role will be based on site for the first 6 months at our Cobalt Office, just 10 minutes away from the vibrant city of Newcastle and then will have flexibility for home working 2‑3 days per week. Our Direct Mortgage Department is open Monday to Friday 8am‑6pm and Saturdays 9am‑5pm and shifts will be between those times.
As a Mortgage Assessor you will be the voice of Leeds Building Society, providing guidance on our mortgage products and services, helping our customers buy their own home. This is a telephone‑based role where you will be required to build rapport and trust with your customers. You will be responsible for assisting our customers with all of their initial mortgage enquiries, which will include conducting Agreement In Principle appointments (establishing mortgage criteria eligibility & affordability) for residential mortgage customers, prior to them receiving advice from a qualified Mortgage Consultant. This is a fantastic opportunity for you to start your mortgage career with us which could lead to you completing your CeMAP accreditation, an industry recognised qualification.
What you’ll bring to the role:
- Partial CeMAP (or equivalent) and/or commitment to study for the full qualification
- Previous experience within a customer service role (essential)
- Experience within financial services or a regulated environment (preferred but not essential, as full training will be provided)
- Experience of working with mortgages (preferred but not essential)
- Excellent organisational skills and the ability to effectively manage multiple sources of information
- Excellent written and verbal communication skills
- Proven track record in achieving objectives and performance measures
Benefits:
- Annual bonus of up to 12%
- Matched pension contributions up to 10%
- 26 days holiday, plus bank holidays and holiday purchase scheme
- Colleague Mortgage and Saver products
- 2 days’ volunteering per year
This role does not meet the eligibility criteria for sponsorship under the Skilled Worker visa route. Therefore, we are only able to consider applications from individuals who already have the right to work in the UK without employer sponsorship.
Our business is centred around our people. Our colleagues are at the heart of everything we do, as shown by our Inclusive Employers Gold accreditation in 2023 and 2025. We’re committed to equal opportunities regardless of race, colour, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. You’ll be joining a truly purpose‑focused culture which helped us win the Leading with Purpose award at the 2023 Business Culture Awards. This recognises how we’ve embedded our purpose with our colleagues, and the actions we’ve taken to put home ownership within reach of more people, generation after generation.
We’d love to hear from you. But don’t wait around – we may close the advert early and we’d hate for you to miss out. We’re devoted to creating a culture and workplace that is representative of the communities we serve. If you’re unsure if you meet the full criteria for a role, please contact the recruiter so we can find out more about your skills and experience. We’re committed to supporting you to be at your best – to discuss any reasonable adjustments we could make, please contact us on careers@leedsbuildingsociety.co.uk.
Mortgage Assessor employer: Leeds Building Society
Contact Detail:
Leeds Building Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Assessor
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Leeds Building Society. Understand their values and how they help people achieve home ownership. This will show that you’re genuinely interested and can help you connect with the interviewers.
✨Tip Number 2
Practice your phone skills! Since this role is all about telephony, make sure you’re comfortable speaking on the phone. Try role-playing with a friend or family member to build your confidence in handling customer queries and building rapport.
✨Tip Number 3
Show off your customer service experience! Think of specific examples from your past roles where you’ve gone above and beyond for customers. This will highlight your ability to provide great service, which is key for a Mortgage Assessor.
✨Tip Number 4
Apply through our website! We want to see your application, so don’t hesitate to submit it directly on our site. It’s the best way to ensure we get your details and can consider you for this fantastic opportunity.
We think you need these skills to ace Mortgage Assessor
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Mortgage Assessor role. Highlight your customer service experience and any relevant qualifications, like CeMAP, to show us you’re a great fit for our team.
Show Your Passion: Let your enthusiasm for helping people achieve home ownership shine through in your application. We love candidates who are genuinely excited about making a difference in our members' lives!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to demonstrate your communication skills, as this is key for a telephone-based role like the Mortgage Assessor position.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, we can’t wait to hear from you!
How to prepare for a job interview at Leeds Building Society
✨Know Your Stuff
Familiarise yourself with the mortgage products and services offered by Leeds Building Society. Understanding the basics of mortgages, including terms like Agreement In Principle, will help you answer questions confidently and show your genuine interest in the role.
✨Practice Your Communication Skills
Since this is a telephone-based role, practice speaking clearly and confidently. Role-play with a friend or family member to simulate customer interactions. Focus on building rapport and trust, as these are key skills for a Mortgage Assessor.
✨Show Your Customer Service Experience
Be ready to discuss your previous customer service roles. Highlight specific examples where you successfully resolved issues or built strong relationships with customers. This will demonstrate your ability to provide the great service that Leeds Building Society prides itself on.
✨Ask Thoughtful Questions
Prepare a few insightful questions about the role and the company culture. This shows your enthusiasm and helps you determine if the company is the right fit for you. Consider asking about opportunities for growth, such as the CeMAP accreditation mentioned in the job description.
