Mortgage Adviser
4 weeks ago
My client is looking for an experiencedfinance professional to join their team due to growth within the business.
Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone.
Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the companys and our regulators requirements.
Maintain accurate and relevant customer recordsPresent appropriate recommendations in a clear, concise and accurate manner, both verbally and in writing. Confirm all advice in writing to the customer. Undertake appropriate and timely oral and written disclosure. Comply with the businesses requirements for the content and format of the information provided.
Project a professional image to your customers and colleagues. Build strong customer relationships and provide an excellent customer experience, whilst adhering at all times to company procedures and the FCAs
MCOB regulations and guidance.
Maintain an excellent knowledge of the our lenders mortgage products, underwriting and affordability requirements
Proactively pre-empt issues with regards to customers and resolve problems arising
Achieve such qualifications as are required to undertake the role of a 2
nd
Mortgage Adviser in line with the timescales laid down by the company
Ensure that your knowledge and use of Target (CRM Database) provided by the company is accurate and appropriate; maintain and develop this knowledge.
Deal with and update brokers on a regular basisConverse with lenders on a regular basis
Must have previous mortgage experience and ideallyCeMapqualification
For more information please contactCharmaine
TPBN1_UKTJ
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