Overview
We are currently seeking an experienced Mortgage advisor
This role is that of Mortgage Advisor within a busy Financial institution working with clients to finance the purchase of properties and switching of existing mortgages. Working within a team of advisors and in a fast-paced environment, the successful candidate will be a strong people person, team player and be able to manage a portfolio of clients.
Must be able to gain new clients through proactive sourcing
Responsibilities
* Advising new clients on mortgage options available to them.
* Management of the Mortgages processes, preparation, processing and management of mortgage applications with relevant providers ensuring accurate entry of data uploaded to internal/external system
* Tracking of the new business pipeline ensuring efficient turnaround of proposal
* Liaising with clients and lenders throughout the mortgage completion process
* Ensuring client files are complete and in compliance with policies and procedures before filing
* Dealing with all administration queries arising on a day to day basis regarding client applications and keep the manager updated on all relevant matters arising and potential sales opportunities
* Provide full administration support in all aspects of new business and for existing client reviews
* Maintain and manage the CRM system and manage the new business pipeline ensuring it is fully up to date at all times.
* Other duties and responsibilities as they arise that may be required in order to grow the business.
* General Office Administration
Required Education, Skills and Qualifications
* Strong client focus is essential
* Excellent communication skills
* Excellent attention to detail is a must
* Good technical knowledge of Mortgages
* Professional approach
* Proficiency in MS Office applications – Outlook, Word, Excel.
* Appropriate Industry Qualification QFA or APA loans
* Highly self-motivated & ability to work on own initiative
* Excellent organisational skills
* Excellent Networker - Proven ability of prospecting and closing own leads
Advantageous
* Knowledge of Anti Money Laundering requirements and compliance procedures. Previous experience in working in a Financial Institution.
Salary/Package
This will be reflective of the experience and qualification that the person will bring to the role.
Benefits
Further education supported along with continued professional development.
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