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Trainee Mortgage Advisor

2 months ago


Watford, Hertfordshire, United Kingdom Stellar Select Limited Full time

About the Role

This is an exciting opportunity for a sales-focused individual looking to become an advisor in the mortgage and loan sector. You will be provided with full training and support to gain the necessary qualifications and skills to succeed in this role.

Key Responsibilities

  • Take new enquiries from a variety of sources to identify client requirements and place them with the correct lender.
  • Underwrite new applications and package them with care, skill, and diligence to present a perfectly packaged case to a lending partner.
  • Maintain existing broker and customer relationships, generating leads from these contacts.
  • Deal with both intermediaries and directly with clients, offering expert advice on specialized property finance.

Requirements

  • Upbeat telephone manner.
  • Understanding of the source of an introduction and when certain types of business should be passed to appropriate members of staff.
  • General office skill set.
  • Ability to manage own diary, manage deadlines, and meet targets set.
  • GCSE Maths and English essential.
  • CeMAP qualification desirable.
  • Experience gained in the mortgage industry.

About Us

Stellar Select Limited is a leading provider of mortgage and loan services. We are committed to providing our clients with the highest level of service and expertise.