Mortgage Finance Professional

7 hours ago


Watford, Hertfordshire, United Kingdom Austin Fraser Full time
Residential Mortgage Advisor

About the Position:

Austin Fraser is seeking a skilled Residential Mortgage Advisor to join our busy and growing team. As part of a wider financial services group with its own lending and broking arm, you will be responsible for managing new enquiries, reviewing AIPs and Offers, and maintaining accurate records.

Key Responsibilities:
  1. New Enquiries:
  • Ensure all details are fully completed on CRM immediately once a new enquiry is received.
  • Carry out fact-finding exercises with direct customers where the loan is for a regulated mortgage contract, and we will be providing advice if qualified.
Documentation:
  • Review AIPs and Offers received - checking all financial details and requirements.
Updates:
  • Check case and completion updates for correct content and send to the client/broker.
  • Maintaining back-office system and ensuring this is used correctly in line with Company processes.

Requirements:

  • Ability to manage own diary, manage deadlines and meet targets set.
  • GCSE Maths and English essential.
  • Proven track record in a similar position with experience dealing with complex cases related to income, property or adverse in residential mortgages will be essential.

Benefits:

  • Private Medical Healthcare through Vitality
  • Dental Scheme
  • Additional half-day annual leave on your Birthday
  • Annual leave purchase scheme
  • Pension Scheme
  • Perk box
  • Free eye tests
  • Christmas and Summer Social Events
  • Top Performers Dinner each quarter
  • Fresh fruit in the office

Salary: Up to £40,000 depending on experience, with a realistic OTE of £70-80,000, based on industry standards and the cost of living in Watford.



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