Mortgage and Protection Specialist

4 days ago

Watford, Hertfordshire, United Kingdom Psixty Recruitment Ltd Full time
About the Role

We are seeking a highly skilled Mortgage and Protection Advisor to join our team at Psixty Recruitment Ltd. As a key member of our residential mortgage team, you will be responsible for taking new enquiries from various sources, identifying requirements, and placing them with the correct lender.

You will be expected to underwrite new applications, package them with care, and present a perfectly packaged case to a lending partner. Additionally, you will be responsible for consistently processing pipeline business, ensuring an efficient and satisfactory outcome for the borrower.

Key ResponsibilitiesNew Enquiries
  • Ensure all details are fully completed on our CRM system immediately upon receiving a new enquiry.
  • Carry out a thorough fact find with direct customers where the loan is for a regulated mortgage contract, and provide advice if qualified.
  • Complete sourcing for all new enquiries.
  • Initial enquiries follow up with a call to the broker or client.
  • Check over terms completed by our admin team and send out with necessary compliance documentation to the client or broker, where the loan is regulated, a recommendation call must be carried out.
Introducer Due Diligence
  • Advise on compliance for any new brokers so they can request documents.
Documentation
  • Review AIPs and Offers received, checking all financial details and requirements.
  • Review documents received and application packs.
  • Review valuations when received and submit to the lender.
Updates
  • Check case and completion updates for correct content and send to the client or broker.
  • Manage updates from all parties and inform those who require them.
Requirements
  • Clear, eloquent, and upbeat telephone manner.
  • Understanding of 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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