Residential Mortgage Specialist

1 week ago

Watford, Hertfordshire, United Kingdom Stellar Select Full time

{"h1": "Residential Mortgage Advisor Role", "p": "We are seeking an experienced Residential Mortgage Advisor to join our busy and growing team at Stellar Select. As a key member of our team, you will be responsible for providing expert advice to clients on residential mortgage products, managing complex cases, and maintaining high levels of customer service.", "ul": [{"li": "Manage new enquiries, ensuring all details are fully completed on our CRM system."}, {"li": "Carry out fact-finding exercises with direct customers, providing advice on regulated mortgage contracts."}, {"li": "Complete sourcing for all new enquiries, ensuring timely and accurate results."}, {"li": "Initial enquiries follow-up with a call to broker/client, ensuring excellent customer service."}, {"li": "Check over terms completed by admin, sending out necessary compliance documentation to client/broker."}, {"li": "System maintenance, keeping notes up to date on all cases and ensuring folders are tidy, both on paper and on the system."}], "h2": "Responsibilities", "p": "As a Residential Mortgage Advisor, you will be responsible for the following key areas:", "ul": [{"li": "Introducer due diligence, advising compliance of new brokers and requesting necessary documents."}, {"li": "Documentation review, checking AIPs and Offers received, reviewing documents and application packs, and reviewing valuations when received and submitted to the lender."}, {"li": "Updates management, checking case and completion updates for correct content and sending to the client/broker, managing updates from all parties and informing those who require them."}], "h2": "Requirements", "p": "To be successful in this role, you will need:", "ul": [{"li": "Ability to manage own diary, meet deadlines, and achieve targets set."}, {"li": "GCSE Maths and English essential."}, {"li": "CeMAP qualification."}, {"li": "Proven track record in a similar position, with experience dealing with complex cases related to income, property, or adverse in residential mortgages."}], "p": "If you are a motivated and experienced Residential Mortgage Advisor looking for a new challenge, please contact us to discuss this exciting opportunity."}

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