Mortgage and Protection Advisor

2 weeks ago

Watford, United Kingdom Psixty Recruitment Ltd Full time

Over the last 20 years our client has grown to become the UK's leading specialist finance broker, providing fast, flexible unrivalled access to the UK’s specialist finance marketplace.

The continuous growth has created new roles within the residential mortgage team.

The Mortgage Advisor will be to taking new enquiries from a variety sources, identify the requirements and place with the correct lender, underwrite new applications and package them with care, skill, and diligence to present a perfectly packaged case to a lending partner and consistently process pipeline business, ensuring an efficient and satisfactory outcome for the borrower.

You will be required to maintain existing broker and customer relationships generating leads from these contacts. You will deal with both intermediaries and directly with clients offering expert advice on specialised property finance.

Key Responsibilities:

New Enquiries

  • Ensure all details are fully completed on CRM immediately once new enquiry received
  • Carry out fact find with direct customers where the loan is for a regulated mortgage contract, and we will be providing advice if qualified
  • Complete sourcing for all new enquiries
  • Initial enquiries follow up with call to broker/client
  • Check over terms completed by admin and send out with necessary compliance documentation to client/broker, Where the loan is regulated, a recommendation calls to be carried out

Introducer due diligence

  • Advising compliance of any new brokers so they can request documents

Documentation

  • Review AIP’s and Offers received - checking all financial details and requirements
  • Reviewing documents received and application packs
  • Reviewing valuations when received and submit to lender.

Updates

  • Check case and completion updates for correct content and send to client/broker
  • Manage updates from all parties and inform those who require them,

Skills and Qualifications

  • Clear, Eloquent and Upbeat telephone manner
  • Understanding the source of an introduction and when certain types of business (i.e. direct regulated clients) should be passed to appropriate members of staff
  • Understanding which regulation applies to which type of application and ensuring the advising broker has the necessary permissions to introduce business of this type
  • Lender and product knowledge
  • General office skill set
  • Ability to manage own diary, manage deadlines and meet targets set
  • Full UK driving licence
  • GCSE Maths and English essential
  • CeMAP required for handling regulated mortgage contracts; but not essential if focus on unregulated products and you have 2 years minimum industry experience

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