Specialist Mortgage and Finance Consultant

2 months ago


Watford, Hertfordshire, United Kingdom Psixty Recruitment Ltd Full time

We are seeking an experienced Specialist Mortgage and Finance Consultant to join our residential mortgage team. The successful candidate will be responsible for taking new enquiries from various sources, identifying the requirements, and placing them with the correct lender. They will also be responsible for underwriting new applications, packaging them with care and skill, and presenting a perfectly packaged case to a lending partner.

The ideal candidate will be required to maintain existing broker and customer relationships, generating leads from these contacts. They will deal with both intermediaries and directly with clients, offering expert advice on specialised property finance.

Key Responsibilities:

  • Ensure all details are fully completed on CRM immediately once a new enquiry is received
  • Carry out a 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 broker/client
  • Check over terms completed by admin and send out with necessary compliance documentation to client/broker, where the loan is regulated, a recommendation will be provided


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