Mortgage Finance Specialist

3 weeks ago


Barrow, Cumbria, United Kingdom Shift F5 Full time
Job Overview

Mortgage Advisor - Hybrid Role

We are seeking a highly skilled and motivated Mortgage Advisor to join our team at Shift F5. As a key member of our New Business team, you will play a crucial role in providing exceptional customer service and delivering outstanding results.

Key Responsibilities:

  • Provide expert advice and guidance to our members on mortgage products and services.
  • Conduct thorough needs assessments to understand our members' financial goals and objectives.
  • Develop and implement personalized mortgage solutions that meet our members' needs and exceed their expectations.
  • Build and maintain strong relationships with our members, ensuring their satisfaction and loyalty.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance and best practices.

Requirements:

  • CEMAP qualification or equivalent experience.
  • Strong commercial awareness of the mortgage market.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proven track record of success in sales and customer service.

What We Offer:

  • Opportunity to work with a member-owned institution that values community, integrity, and financial well-being.
  • Full training and development opportunities to enhance your skills and knowledge.
  • A dynamic and supportive work environment that fosters growth and collaboration.

About Shift F5:

Shift F5 is a leading provider of financial services, dedicated to delivering exceptional value to our members. We are committed to building strong relationships and providing personalized solutions that meet our members' unique needs.



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