Manager - Financial Services - Morgan McKinley
My client, a large multinational bank, have an opening for a mortgage advisor. This is suitable for someone beginning their career in the mortgage industry or have 12 months or more experience in this area. You will be responsible for delivering mortgage completions in a digital-first environment. This role would suit an ambitious, innovative, and customer-focused person.
Key Responsibilities
* Guide customers from application to completion, providing proactive and reactive support.
* Deliver mortgage completion and drawdown targets through excellent customer service and pipeline management.
* Work closely with the Mortgage Manager and colleagues to refine sales practices.
* Report progress against objectives and identify process blockers.
* Play a key role in shaping and developing the new sales support unit.
Requirements
* End-to-end mortgage new business experience.
* QFA or Professional Banker qualification is preferred
* Strong customer support skills via phone, digital, and remote channels.
* Good understanding of mortgage regulations.
* Experience liaising with credit functions to progress applications.
* Ideally have proven ability to convert applications into completions
* Team player with experience in digital-first and direct-to-customer environments.
* Familiarity with social media and modern communication tools.
Seniority level
* Associate
Employment type
* Full-time
Job function
* Business Development and Finance
* Industries: Banking, Financial Services, and Administrative and Support Services
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