Mortgage Broker Specialist
1 month ago
We are seeking a skilled Mortgage Broker to join our team at Halmer Recruit. As a Mortgage Broker, you will be responsible for providing expert advice and guidance to clients seeking mortgage solutions.
Key Responsibilities:- Conduct thorough fact-finds to identify the best mortgage products for clients.
- Sell fee-based services to clients where applicable.
- Obtain necessary documentation from clients, including ID, proof of address, and financial information.
- Manage client files on our CRM system.
- Ensure compliance with all relevant regulations and guidelines.
- Research the mortgage market to find suitable lenders.
- Discuss options with clients and agree on the best course of action.
- Recommend insurance products and source from available providers.
- Arrange for application completion and refer to other advisors as necessary.
This is a fast-paced role that requires efficient lead management and a focus on delivering exceptional customer experiences.
Additional Responsibilities:- Follow up with leads to progress applications.
- Communicate effectively with clients to establish strong relationships.
- Act as a company advocate and role model for colleagues.
- Perform administrative tasks as required.
We offer full administrative support, and you will have the opportunity to work with a talented team at Halmer Recruit.
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