Mortgage Services Trainee

7 days ago


Camberley, Surrey, United Kingdom Dynamo Full time
Job Description

Trainee Mortgage Advisor - Client Relations

Role: Trainee Mortgage Advisor

Department: Dynamo, Mortgage Services

Reports to: Mortgage Manager

Why Dynamo:

As a dynamic team committed to delivering Expert Knowledge, Unbeatable Service, we invite you to join us as a Trainee Mortgage Advisor. Under the guidance of experienced professionals, you will have the opportunity to build client relationships and advise on residential and Buy-to-Let (BTL) mortgages.

Your Mission:

  • Cultivate and manage client relationships to deliver exceptional customer service and drive business growth.
  • Qualify leads through various channels, utilizing your strong communication and interpersonal skills.
  • Provide expert advice on and arrange regulated and non-regulated mortgage contracts, ensuring compliance with industry regulations.
  • Achieve CAS and CeMAP qualification to enhance your knowledge and skills in mortgage services.

What We're Looking For:

  • Drive and self-motivation to succeed in a fast-paced environment.
  • Excellent telephone manner, strong relationship building, and customer service skills to deliver exceptional client experiences.
  • Ability to use your own initiative and problem-solve quickly and efficiently, making sound decisions in a dynamic environment.
  • Outstanding communication skills at all levels, both written and verbal, to effectively collaborate with colleagues and clients.
  • IT literacy in MS Office, Excel, and Outlook to efficiently manage tasks and data.

Perks of the Job:

  • Comprehensive training and development to enhance your skills and knowledge in mortgage services.
  • Collaborative and supportive team environment that fosters growth and development.
  • Clear career progression path to help you achieve your career goals.
  • Perks at Work - Discounts on products and services, including electrical and travel.
  • Discounts on estate agency, mortgage, conveyancing, and surveying services to support your personal and professional needs.
  • Access to Lifeworks 24hr, 7 days per week Employee Assistance Programme to support your well-being and work-life balance.

Join Dynamo and become part of a dynamic, inclusive, and professional team dedicated to delivering exceptional service and expertise in mortgage services.



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