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Mortgage Broker

4 months ago

Horsham, United Kingdom Halmer Recruit Full time

MORTGAGE BROKER - HORSHAM - £25K - £30K

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