Mortgage Broker

1 week ago

Watford, Hertfordshire, United Kingdom D&R Recruitment Limited Full time
Mortgage Advisor Job Description

We are seeking a skilled Mortgage Advisor to join our team at D&R Recruitment Limited. As a Mortgage Advisor, you will be responsible for taking new enquiries from various sources, identifying the requirements, and placing them with the correct lender. You will also be responsible for underwriting new applications, packaging them with care, and presenting a perfectly packaged case to a lending partner.

Key Responsibilities:

  • Ensure all details are fully completed on our CRM system immediately once a new enquiry is received.
  • Carry out a 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 a call to the broker/client.
  • Check over terms completed by admin and send out with necessary compliance documentation to the client/broker, where the loan is regulated, a recommendation call to be carried out.
  • Keeping notes up to date on all cases.
  • Ensure that folders are kept tidy, both paper and on the system.
  • Advising compliance of any new brokers so they can request documents.
  • 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.
  • Check case and completion updates for correct content and send to client/broker.

Requirements:

  • 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.

Knowledge & Qualifications:

  • GCSE Maths and English essential.
  • CeMAP required for handling regulated mortgage contracts.

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