Our 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.
Catherine – Mortgage Advisor
I search the marketplace on our clients behalf to source and recommend the best deal fitting to their circumstances.
Daniel – Mortgage Advisor
I review my clients circumstances so I’m able to recommend the most appropriate solution to their needs.
Kaitlin – Case Manager
I’m one of the case managers at The Mortgage Exchange. My days are made up of providing clients with updates about their cases; contacting lenders and providing them with the relevant documentation to progress cases, and submitting new applications to lenders.
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.
Kelsey – Telesales Executive
As a telesales executive, I will be the first point of contact after receiving your online mortgage enquiry. I will then get in contact to make the mortgage process easy, gather all the relevant information and pass you over to one of our advisors to help complete your mortgage.
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.
Our 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.
Catherine – Mortgage Advisor
I search the marketplace on our clients behalf to source and recommend the best deal fitting to their circumstances.
Daniel – Mortgage Advisor
I review my clients circumstances so I’m able to recommend the most appropriate solution to their needs.
Kaitlin – Case Manager
I’m one of the case managers at The Mortgage Exchange. My days are made up of providing clients with updates about their cases; contacting lenders and providing them with the relevant documentation to progress cases, and submitting new applications to lenders.
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.
Kelsey – Telesales Executive
As a telesales executive, I will be the first point of contact after receiving your online mortgage enquiry. I will then get in contact to make the mortgage process easy, gather all the relevant information and pass you over to one of our advisors to help complete your mortgage.
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.
