Mortgage Advisor

3 weeks ago


Watford, United Kingdom Ultimate Banking Full time

Mortgage Advisor

Stafford

£28k - £30k

Our client is a mortgage and savings provider, putting their customers at the heart of what they do, ensuring a first-class customer journey. They have an excellent opportunity for a Mortgage Advisor.

As a Mortgage Advisor, you will be providing mortgage advice in a regulated environment, adhering to the company’s lending criteria and policy whilst providing a professional member experience.

Key Responsibilities will include:

Meeting with new and/or existing members either face to face, over the telephone or online, providing the most suitable mortgage advice Undertaking fact-finds to establish the customer’s current financial situation and future aspirations Meet performance KPIs to support the delivery of our financial objectives aligned with the Society’s Corporate Plan Providing high quality professional mortgage advice for a range of mortgage needs, including purchases, additional lending, re-mortgages and retention Providing a mortgage service for landlords financing buy-to-let mortgages Support existing borrowers with enquiries including hardship, bereavement, contract variations and product switches Ensuring all regulatory documentation is completed within the required timeframes in addition to adhering to Society SLAs Identifying opportunities and pursuing opportunities to increase the Society’s mortgage revenue. Maintain Financial Crime awareness alongside the requirement to report suspicious activity or mortgage fraud to the MLRO

The successful individual will possess:

Fully CeMAP qualified Previous experience in mortgage advising role (minimum 1 year) Knowledge/experience of Financial Crime

They can offer a hybrid approach to the working week, ideally with 3 days in the office and the remainder 2 at home. Ideally a full-time role, however they would be open to part-time with flexibility.


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