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Mortgage Advisor

4 months ago

LeeontheSolent Hampshire, United Kingdom VIBE Finance Full time

Company Description

VIBE Finance is a UK based mortgage brokerage with over 26 years' combined experience in property-based finance. We work with a dedicated panel of lenders to find the best solutions for our clients' borrowing requirements.

VIBE raises the bar for all property-based financial services by re-defining industry standards and emerging as the first and only choice for anyone seeking a broker to partner with. We achieve this by providing a first-rate service to all our clients, helping them to realise their dreams of property ownership and making it possible for them to dare to dream even bigger

Our Advisor role plays a crucial part in helping us to deliver our service by sourcing and arranging suitable finance options for our clients, including overseeing mortgage applications from initial sub-mission to completion and liaising with Case Managers.

Role Description

This is a full-time Mortgage Advisor role at VIBE Finance. As a Mortgage Advisor, you will be responsible for providing expert advice to clients on mortgage options and helping them navigate the financial planning process.

Your day-to-day tasks will include assessing clients' financial situations, analyzing mortgage products, assisting with mortgage applications, and providing ongoing support and guidance.

Key Responsibilities

• To answer phone calls in a polite and helpful manner, being sure to direct calls to the appropriate colleague promptly, or taking and passing on clear messages whenever required.

• To undertake initial advisor calls with potential clients to fact-find, recording the outcome of those conversations on our in house CRM systems

• To source appropriate finance options from a dedicated panel of lenders using best practice.

• Undertake the key research requirements into complex cases to ensure correct lender appointment from the outset

• To pass our own Networks standards to achieve CAS Status (whether CAS status currently or not)

• To meet with lenders on a regular basis to build relationships & stay up to date with criteria changes.

• To proactively assist our clients and partner Introducers to answer any queries they may have.

• To review and check incoming application documentation.

• To update internal spreadsheets/documentation with the required information accurately.

• To maintain client folders, documentation, and in-house CRM systems, ensuring information is accurate and stored in line with our GDPR policies.

• To identify inefficiencies and suggest processes to overcome them.

• To generate own client leads as well as working with leads provided by VIBE.

• To proactively contribute to the achievement of both individual and company weekly, annual and monthly targets

• To create engaging and informative posts on the company’s social media pages.

• To positively represent the company by attending training courses, networking events and lender meetings.

General duties and Flexibility

To willingly undertake any other tasks as reasonably requested in line with this Job Description.

To willingly undertake training relevant to developing competency in a Specialist Finance role.

To comply with all employee policies and procedures of VIBE Mortgages.

This job description is indicative of the range of current duties and responsibilities for the post, it is not comprehensive. It is inevitable that the duties will change to reflect the evolving needs of our business and it is essential therefore that it is regarded with a degree of flexibility, so that needs can be met. All changes will be discussed with the post holder.

Person Specification

Knowledge and qualifications

  • Full CeMAP qualified (1,2 & 3)
  • CAS Status preferred (minimum 2yrs experience)

Skills and experience

  • Minimum 2yrs experience as an Advisor
  • Good standard of verbal and written English.
  • Exemplary approach to customer care and experience of working with a case-load of clients.
  • Excellent IT skills (Word and Excel essential).
  • Keen eye for detail, able to proofread documents and spot errors.
  • Able to work effectively as part of a team, with helpful attitude and strong communication skills.
  • Able to prioritise tasks in accordance with urgency and importance.
  • Reliable with good time keeping skills.

Personal Attributes

  • Positive, can-do attitude with a solution focused approach.
  • Well organized and methodical.
  • Committed to undertaking ongoing personal and career development.
  • Always willing to go the extra mile.
  • Flexible and adaptable to cope with the fast-paced and exciting nature of working for a start-up.
  • Well-presented and dresses appropriately for an office environment with a friendly and positive attitude.
  • Self-motivated and confident to work unsupervised, asking questions if unsure in order to confidently complete tasks.