Mortgage Advisor
7 days ago
We are currently seeking an experienced Mortgage Advisor to start in January 2025.
This role is that of Mortgage Advisor within a busy financial institution, working with clients to finance the purchase of properties and switch existing mortgages. Working within a team of advisors in a fast-paced environment, the successful candidate will be a strong people person, team player, and able to manage a portfolio of clients.
Responsibilities:- Advising new clients on mortgage options available to them.
- Management of the mortgage processes, preparation, processing, and management of mortgage applications with relevant providers, ensuring accurate entry of data uploaded to internal/external systems.
- Tracking of the new business pipeline ensuring efficient turnaround of proposals.
- Liaising with clients and lenders throughout the mortgage completion process.
- Ensuring client files are complete and in compliance with policies and procedures before filing.
- Dealing with all administration queries arising on a day-to-day basis regarding client applications and keeping the manager updated on all relevant matters arising and potential sales opportunities.
- Providing full administration support in all aspects of new business and for existing client reviews.
- Maintaining and managing the CRM system and ensuring the new business pipeline is fully up to date at all times.
- Other duties and responsibilities as they arise that may be required in order to grow the business.
- General office administration.
- Strong client focus is essential.
- Excellent communication skills.
- Excellent attention to detail is a must.
- Good technical knowledge of mortgages.
- Professional approach.
- Proficiency in MS Office applications – Outlook, Word, Excel.
- Appropriate industry qualification QFA or APA loans.
- Highly self-motivated & ability to work on own initiative.
- Excellent organisational skills.
- Excellent networker - Proven ability of prospecting and closing own leads.
- Knowledge of Anti Money Laundering requirements and compliance procedures.
- Previous experience in working in a financial institution.
This will be reflective of the experience and qualifications that the person will bring to the role.
Benefits:Further education supported along with continued professional development.
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