Mortgage Broker
1 month ago
Our multi-award-winning mortgage broker, based in West Sussex is expanding and looking for a professional Mortgage Broker.
Responsibilities include:
* Completing full fact-finds to establish the best product solution.
* Selling a fee for my client's service, where appropriate, prior to booking appointment.
* Obtaining relevant supporting documentation required, including ID, proof of address, pay and account information etc.
* Creating a file on the company’s CRM system.
* Ensuring that all compliance requirements are fully and accurately followed.
* Researching the mortgage market to find the most appropriate lender(s).
* Discussing options and agreeing best way forward with the client.
* Recommending appropriate insurance protection and sourcing from available providers.
* Arranging for the completion of relevant applications, referring to other advisers for sign off (if appropriate).
This will be a busy role and you will need to ensure that leads are quickly contacted, efficiently progressed and that you consistently deliver a positive customer experience.
Other key tasks may include:
* Diarising contact to follow-up leads that are seeking help in the future.
* Robustly contact diary leads in a timely fashion to progress or re-diarise as appropriate.
* Communicate and establish courteous relationships with all clients
* Build strong relationships
* Act as a strong advocate for the company and a role model to colleagues
* You will benefit from full Admin Support, however you may be required to carry out administrative tasks from time to time
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