Mortgage Broker Specialist
4 weeks ago
Mortgage Broker Role
Halmer Recruit is seeking a skilled Mortgage Broker to join our team in Horsham. As a Mortgage Broker, you will be responsible for establishing the best product solutions for clients, selling fee-based services, and ensuring compliance with regulatory requirements.
Key Responsibilities:
- Complete thorough fact-finds to identify suitable mortgage products.
- Sell fee-based services to clients, where applicable.
- Obtain necessary documentation, including ID, proof of address, and financial information.
- Manage client files on our CRM system.
- Research the mortgage market to find the most suitable lenders.
- Discuss options and agree on the best course of action with clients.
- Recommend insurance protection and source from available providers.
- Arrange applications and refer to other advisors for sign-off, if necessary.
Requirements:
- Excellent communication and customer service skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Strong knowledge of mortgage products and regulatory requirements.
About Halmer Recruit:
Halmer Recruit is a leading recruitment agency specializing in finance and mortgage roles. We are committed to providing exceptional service and supporting our clients in finding the best talent.
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