Financial Services Specialist
2 days ago
Join our esteemed team at Stellar Select Limited as a Financial Services Specialist and take on the exciting role of 2nd Charge Loan Advisor. Based in Watford, this position offers an attractive salary of up to £35,000 + Commission, making it an ideal opportunity for professionals seeking a challenging yet rewarding career.
About the Role:This pivotal position will focus on identifying client requirements, underwriting new applications, and packaging cases for presentation to lending partners. You will be responsible for consistently processing pipeline business, ensuring efficient and satisfactory outcomes for borrowers. Additionally, you will maintain relationships with brokers and clients, generating leads from these contacts and dealing with intermediaries and direct clients offering expert advice on specialized property finance.
Responsibilities:- Ensure accurate completion of CRM details upon receiving new enquiries
- Conduct thorough fact-finding exercises with direct customers where regulated mortgage contracts apply, and provide qualified advice where necessary
- Source new enquiries efficiently
- Foster initial follow-up calls with brokers and clients
- Review terms completed by admin, sending out necessary compliance documentation to clients and brokers, including recommendation calls when required
- Excellent telephone manner
- Understanding of introduction sources and applicable regulations
- Lender and product knowledge
- General office skills
- Effective time management and target achievement
- GCSE Maths and English are essential
- CeMAP is required for regulated mortgage contracts, but not essential for unregulated products with 2+ years of experience
- Similar industry experience is preferred, with a minimum of 2 years
- 2nd charge mortgage experience is crucial
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