Mortgage & Conveyancing Customer Success Expert
Sales & Business Development, Customer Service
London, UK
Posted on Aug 22, 2026
🏠 Getting a mortgage should feel simple, not stressful. That's why we built Habito by Monzo.
We combine smart technology with expert mortgage advisers to help people find the right mortgage, faster. It's personalised, straightforward, and completely free. Check out our protection guide and mortgage calculator.
And we're not stopping there. We're rethinking what buying a home can look like, building products and experiences that make every step easier. If you join us, you'll help shape what's next
Mortgage & Conveyancing Customer Success Expert - Habito by Monzo
We're looking for an empathetic and organised Mortgage & Conveyancing Customer Success Expert to join our team. Our Mortgage & Conveyancing Customer Success Experts are at the heart of everything we do: managing ongoing pipelines of applications efficiently and effectively, working closely with Operations colleagues and the Conveyancing team to deliver the best results for the customer and empathising with purpose to always put the customer first.
You’ll be part of a diverse team with years of mortgage and protection experience amongst them. It’s a fast-paced and ever-changing environment; if something’s not working well, we’re not afraid to change it. We’re each a proud part of our longstanding 4.9* Trustpilot rating with over 10,000 reviews.
More about what you’ll do:
More about you:
If you're excited about this role but don't meet every requirement, we'd still love to hear from you. You might be exactly who we're looking for.
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊
We combine smart technology with expert mortgage advisers to help people find the right mortgage, faster. It's personalised, straightforward, and completely free. Check out our protection guide and mortgage calculator.
And we're not stopping there. We're rethinking what buying a home can look like, building products and experiences that make every step easier. If you join us, you'll help shape what's next
Mortgage & Conveyancing Customer Success Expert - Habito by Monzo
We're looking for an empathetic and organised Mortgage & Conveyancing Customer Success Expert to join our team. Our Mortgage & Conveyancing Customer Success Experts are at the heart of everything we do: managing ongoing pipelines of applications efficiently and effectively, working closely with Operations colleagues and the Conveyancing team to deliver the best results for the customer and empathising with purpose to always put the customer first.
You’ll be part of a diverse team with years of mortgage and protection experience amongst them. It’s a fast-paced and ever-changing environment; if something’s not working well, we’re not afraid to change it. We’re each a proud part of our longstanding 4.9* Trustpilot rating with over 10,000 reviews.
More about what you’ll do:
- Give our customers a 5* experience
- Work as part of the team to proactively, efficiently and effectively manage customers’ applications from submission through to completion.
- Manage updates from lenders, conveyancers, and surveyors, and filter this back to customers with comprehensive, jargon-free updates.
- Work alongside our team of Mortgage Experts and conveyancers to ensure the best outcome for our customers.
- Deftly navigate the myriad ways different providers process applications
- Be a complete conduit between the customer and our internal conveyancing team
More about you:
- Must have proven experience managing the end-to-end mortgage and conveyancing process, from initial application through to completion. Highly organised and able to multi-task
- Prioritise in a fast-paced environment
- Great communication skills
- Want to work as part of a team to achieve what is best for their customer
- Proactive in your own performance and development
- Strong mortgage and conveyancing understanding process
- 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
- International remote working for up to 20 days a year
- Volunteering - 2 days paid volunteering each year for charity of your choice
- Sick pay - up to 5 days sick covered each year
- Casual dress
- GAYE - Give As You Earn - donate to a charity of your choice via payroll.
If you're excited about this role but don't meet every requirement, we'd still love to hear from you. You might be exactly who we're looking for.
We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
If you have a preferred name, please use it to apply. We don't need full or birth names at application stage 😊