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Mortgage and Protection Specialist
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Chelmsford, Essex, United Kingdom CITRUS ELITE RECRUITMENT LIMITED Full timeUnlock Your Earning PotentialAre you a skilled Mortgage & Protection Advisor looking for a new challenge? Do you want to work with a company that provides high-quality leads and a competitive commission structure?We have an exciting opportunity for you to join our team at Citrus Elite Recruitment Limited as a Mortgage Advisor. As a key member of our team,...
Mortgage and Protection Specialist
2 months ago
We are seeking a highly skilled Mortgage and Protection Advisor to join our team at Citrus Elite Recruitment Ltd. As a key member of our team, you will be responsible for providing expert advice and guidance to clients seeking mortgage and protection solutions.
Key Responsibilities- Meet with clients to assess their mortgage needs and financial situations
- Provide guidance and advice on mortgage options, terms, and conditions
- Assist clients in completing loan applications and gathering necessary documentation
- Evaluate client creditworthiness and determine loan eligibility
- Collaborate with underwriters, processors, and other stakeholders to ensure smooth loan processing
- Stay up-to-date on industry regulations, trends, and best practices
- Build and maintain relationships with real estate agents, builders, and other referral sources
- Provide exceptional customer service throughout the loan process
- 12 months minimum CAS Advisor experience
- CeMAP qualified or hold a Cert II qualification or equivalent
- Excellent communication and interpersonal skills
- Ability to analyse complex financial information and make sound recommendations
- Detail-oriented with strong organisational skills
- Proficient in using mortgage software systems
- Basic salary in the region of £24,000 - £25,000 (Depending on experience) with OTE of up to £60,000 - £70,000 in the first year (+ uncapped)
- Monthly written business bonus of £1k per month if written an agreed amount of business
- Annual Banking Bonus of up to £5k
- Company events
- Company pension
