Mortgage Specialist

3 weeks ago


St Peter Port, United Kingdom HSBC Full time

About the Role

We are seeking an experienced Mortgage Advisor to join our team in Jersey, Channel Islands and Isle of Man (CIIOM). As an HSBC employee, you will have access to tailored professional development opportunities and a competitive pay and benefits package.

Key Responsibilities

  • Provide a professional mortgage advice service to new and existing customers in line with the Bank's policy on treating customers fairly (TCF).
  • Deliver a high-quality, customer-driven, sales-focused service by identifying customer needs for mortgage products and providing advice to meet those needs.
  • Recognise the wider financial planning needs of individual customers and make referrals to other areas of the bank where their wider needs can be met.
  • Proactively develop and strengthen customer relationships and generate new business responsibly.
  • Apply the principles of Treating Customers Fairly to everything you do.
  • Develop and build effective working relationships with key stakeholders within and outside of the immediate business area.
  • Proactively drive mortgage performance and track MI to ensure that all personal and team sales performances exceed plan.

Requirements

  • Hold a CeMAP qualification or equivalent.
  • Communicate confidently and professionally with customers.
  • Seek out and build on effective working relationships with key stakeholders within and outside of the immediate business area.
  • Deliver satisfactory compliance and quality measures.
  • Have experience of personally complying with business processes, rules, and regulations.
  • Track record in the Mortgage and Lending environment.

This role is branch-based in our Jersey office. For further details and application information, please click Apply.


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