Mortgage Professional
1 week ago
Company Overview:
TCC is a leading financial institution dedicated to providing exceptional mortgage services to clients. We are committed to delivering personalized solutions that cater to their unique needs.
About the Role:We are seeking an experienced Mortgage Advisor to join our team in January 2025. As a Mortgage Advisor, you will be responsible for working with clients to finance the purchase of properties and switch existing mortgages.
You will work closely with clients to understand their requirements and provide tailored solutions that meet their needs. Your strong communication skills, attention to detail, and technical knowledge of mortgages will enable you to deliver exceptional results.
In this role, you will be part of a fast-paced environment where you will manage a portfolio of clients, track new business pipelines, and liaise with lenders throughout the mortgage completion process.
Your key responsibilities will include advising new clients on mortgage options, managing mortgage processes, and ensuring accurate data entry into internal/external systems. You will also be responsible for dealing with administration queries, maintaining client files, and providing full administration support in all aspects of new business and existing client reviews.
Required Skills and Qualifications:- 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.
We offer a range of benefits to support your career growth and well-being, including further education and continued professional development opportunities.
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