Mortgage Customer Success Executive
Listed on 2026-11-06
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Finance & Banking
Mortgage Loan Originator / Advisor, Banking & Finance, Financial Advisor / Consultant, Financial Sales
Tembo is an award-winning digital mortgage & savings platform focused on making home ownership more affordable and accessible. With over 120 lenders and 25 specialist buying schemes, Tembo helps customers unlock their true borrowing potential. The company has been recognised as the UK's Best Mortgage Broker at the British Bank Awards for the past 5 years.
About the RoleThis is a full-time remote role for a Mortgage Customer Success Executive Customer Success Team are responsible for helping customers in finding the best mortgage options to maximise affordability and qualifying/triaging and booking appointments for our Mortgage Expert team. Occasional evening and weekend work will be required. This role is seen as a natural stepping stone to future adviser.
Responsibilities- Providing guidance to customers on the mortgage journey
- Helping customers find the best mortgage options
- Maximising affordability for customers
- Maximising opportunities across associated products & services
- Collaborating with the mortgage expert team
- 1 years+ experience in the mortgage intermediary sector
- Knowledge of financial regulations and mortgage lending practices
- Excellent analytical and problem-solving skills
- Ability to work independently and remotely
- Professional certification in mortgages (CeMAP or equivalent) is a plus
- Expertise in mortgage advice
- Analytical and problem-solving capabilities
- Knowledge of financial regulations
- 25 days holiday plus birthdays off (and bank holidays)
- Equity options
Tembo is committed to diversity and inclusivity in the workplace.
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