Mortgage Advisor Job Description Template
Our company is looking for a Mortgage Advisor to join our team.
Responsibilities:
- Ensuring you comply with FCA regulations at all times;
- Speaking with solicitors, valuers, Case managers and external underwriters to get cases through to completion;
- Handling customer queries regarding mortgages on a day to day basis;
- Provide exceptional levels of customer service and maintaining great client relationships;
- Using online systems;
- The main purpose of your role is to facilitate mortgages via phone & internet;
- Working closely with the Estate Agency Branch Manager and staff;
- Telephone-based advice servicing all of their in-house referrals;
- This is an employed, telephone sales role;
- Liaising with solicitors and estate agencies;
- Recording documents;
- Developing and maintaining relationships with key external stakeholders such as lenders;
- Chasing up and monitoring potential client leads and ensuring sales targets are met;
- Writing business;
- Filing of documents.
Requirements:
- CEMAP Qualification;
- You must be a current Mortgage Adviser, holding full CeMAP and be able to evidence your previous earnings;
- CeMap 1,2 & 3 ideal but not essential;
- GCSE Maths and English grade C or above;
- You must be comfortable and able to go self-employed and fund your initial months whilst building your pipeline;
- Experience in whole of market would be preferable;
- Realistic OTE £50,000 – £70,000;
- Proven track record working in a sales target environment or managing a busy-workload with deadlines;
- You must be a motivated individual and have desire to work in a fast-paced business;
- Full training & support provided;
- Highly motivated individual with a proven track record of success.