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Mortgage and Loan Advisor
2 months ago
Job Title: Trainee 2nd Charge Loan Advisor
Location: Our Office
Salary: Up to £25,000 + Commission
Hours: Monday to Friday 9 am to 5.30 pm
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
About the position of the Trainee 2nd Charge Loan Advisor
This is an exciting opportunity for a sales-focused individual looking to become an advisor in the mortgage and loan sector. You will be provided full training from a market-leading specialist brokerage, including full support to gain CeMAP qualification.
Responsibilities for the role of Trainee 2nd Charge Loan Advisor
- Complete all training in a dedicated and efficient manner, displaying aptitude, application, and ability to show initiative.
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.
- Maintain back-office system and ensure this is used correctly in line with Company processes.
Experience and skills required for the role of Trainee 2nd Charge Loan Advisor
- Upbeat telephone manner.
- General office skill set.
- GCSE Maths and English essential.
- Experience gained in the mortgage industry.
What We Offer
As a Trainee 2nd Charge Loan Advisor at Stellar Select Limited, you will have the opportunity to work with a dynamic team and gain valuable experience in the mortgage and loan sector. You will be provided with comprehensive training and support to help you succeed in your role.
Why Join Us
We are a leading specialist brokerage, dedicated to providing exceptional service to our clients. Our team is passionate about delivering outstanding results and we are committed to helping our employees achieve their full potential.
