EXPERT STAFF
MEET THE
TEAM
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them..
David
Sales Director
My role is to oversee our team of mortgage advisors in addition to providing advice to my own clients.
Beline
Managing Director
My name is Beline (Maria) and I am the Managing Director of The Mortgage Exchange. I oversee the running of the business as well as providing advice on mortgages.
David
Telesales Manager
As telesales manager, I make sure my team as well as myself provide a friendly and efficient service. We respond to people who have submitted an enquiry with us, gather information and then get our clients passed to a qualified advisor to receive a free quote.
Paul
Digital Marketing Manager
I am responsible for creating and driving our ad campaigns, raising brand awareness, and generating new potential clients. I devise and deliver a calendar of digital content across our online platforms and implement a quarterly marketing plan to assist with the generation of revenue.
Lauren
Office Manager
I am the Office manager for The Mortgage Exchange Ltd. My role is to manage the staff along with the case managers in helping to process and complete our clients mortgages.
Millie
Completions Manager
My job involves liaising with clients, lenders and solicitors and I will be responsible for making sure that the application will run smoothly from offer to completion.
Bradley
Telesales Executive
I am a Telesales Executive which entails being the first point of contact for our clients. I contact clients after we receive their first initial enquiry in order to establish their needs, gather the information required to begin the client’s Journey, and finally handover to an advisor.
Reni
Compliance Officer
Responsible for ensuring the company functions in a legal and ethical manner while meeting its business goals. I also review client documentation to ensure the department meets FCA compliance requirements.
Karen
Compliance Manager
I work closely with Management and Advisors to ensure that all the staff comply with all regulations whilst putting our clients at the centre of the advice journey to provide first class advice and support to them through training and oversight.