Mortgage and Loan Advisor Trainee

4 weeks ago


Watford, Hertfordshire, United Kingdom Stellar Select Limited Full time

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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