Mortgage and Loan Advisor Trainee
4 weeks ago
About the Role
We are seeking a highly motivated and sales-focused individual to join our team as a Trainee 2nd Charge Loan Advisor. As a Trainee, you will have the opportunity to gain valuable experience and skills in the mortgage and loan sector, working with a market-leading specialist brokerage.
Responsibilities
- Complete all training in a dedicated and efficient manner, displaying aptitude, application, and ability to show initiative.
- 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.
- Review AIPs and offers received - checking all financial details and requirements.
- Check case and completion updates for correct content and send to the client/broker.
Requirements
- Upbeat telephone manner.
- General office skill set.
- GCSE Maths and English essential.
- Experience gained in the mortgage industry.
About Us
Stellar Select Limited is a leading specialist brokerage in the mortgage and loan sector. We offer a comprehensive training program to ensure our Trainees have the skills and knowledge required to succeed in this role.
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