Mortgage Desk Assistant

Role Purpose:
This is a sales focused role working in our new business team, the individual will need to be motivated working to targets, focused on positive outcomes and the ability to objection handle when dealing with Customer or Broker to a high standard.

The main focus of this role is to convert all inbound leads into qualified enquiries for the specialist underwriters to quote by identifying if the deal is do-able. You will then collate all pertinent information keeping in touch with the customers / brokers until they are ready to proceed with an appointment with the Underwriter to get terms issued.

Your aim is to provide a knowledgeable, professional, and flexible service to all brokers and customers while being able to deal with a fast-paced environment. You will assist with with enquiries across all our core sectors of Bridging, Commercial, Buy to Let, Specialist Residential 1st and 2nd charges and Development Finance and in house training will be provided to help build your knowledge base.

The role will also provide the opportunity to learn and develop specialist finance knowledge with potential progression to becoming an Underwriter at Crystal Specialist Finance.

Key Responsibilities
- Demonstrating the strengths of Crystal and its proposition by establishing and maintaining professional and positive relationships with our introducers
- maximizing interactions to full potential to increase new business levels
- Maintain basic product & criteria knowledge in all sectors.
- Maintaining highest Quality standards
- Work within agreed SLAs - both individually & in your team
- Able to take ownership & drive delivery of performance of self & others
- Adhere & embody all industry regulations and standards
- To liaise with team manager on all issues
- Be role model & advocate of Crystal values & behaviours
- Positive & encouraging attitude
- To adhere fully to company handbook &policies
- Reasonably anticipate, minimise & manage operational risk with company risk appetite & policies

Skills, Qualifications, Knowledge and Experience Required
- Previous experience of working in a specialist finance environment and dealing with the intermediary market.
- Proven sales track record
- Ability to perform under pressure in a fast-paced environment
- Maintaining high levels of Quality throughout the customer journey & through periods of change & ambiguity
- Ability to gain understanding of Product knowledge &/or regulation
- Excellent communication skills - written & verbal including superb telephone manner
- Stakeholder management - relationship building with internal & external partners by maximising every interaction
- Proven experience in providing excellent customer service & understanding of TCF
- Working to a high degree of accuracy
- CeMap or equivalent qualification advantageous

**Job Types**: Full-time, Permanent

**Salary**: £23,000.00-£33,000.00 per year

**Benefits**:

- Casual dress
- Company events
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Tamworth, Staffordshire: reliably commute or plan to relocate before starting work (required)

Work Location: One location

Application deadline: 13/03/2023