Mortgage Loan Account Manager

Mortgage Advisor

My client is looking for an experienced finance professional to join their team due to growth within the business.

• Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone.
• Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company’s and our regulator’s requirements. Maintain accurate and relevant customer records
• Present appropriate recommendations in a clear, concise and accurate manner, both verbally and in writing. Confirm all advice in writing to the customer. Undertake appropriate and timely oral and written disclosure. Comply with the businesses requirements for the content and format of the information provided.
• Project a professional image to your customers and colleagues. Build strong customer relationships and provide an excellent customer experience, whilst adhering at all times to company procedures and the FCA’sMCOB regulations and guidance.
• Maintain an excellent knowledge of the our lenders mortgage products, underwriting and affordability requirements
• Proactively pre-empt issues with regards to customers and resolve problems arising
• Achieve such qualifications as are required to undertake the role of a 2nd Mortgage Adviser in line with the timescales laid down by the company
• Ensure that your knowledge and use of Target (CRM Database) provided by the company is accurate and appropriate; maintain and develop this knowledge.
• Deal with and update brokers on a regular basis
• Converse with lenders on a regular basis

Must have previous mortgage experience and ideally CeMap qualification

For more information please contact Charmaine