Mortgage Broker Job Description Template
Our company is looking for a Mortgage Broker to join our team.
Responsibilities:
- Liaising with lenders and IFAs;
- Conducting face to face meetings with customers;
- Attending client meetings to understand their requirements;
- Proactively managing the customer experience from application to completion;
- Processing applications;
- Attending networking events to build brand;
- First point of contact for all client queries;
- Identifying broader opportunities;
- Building relationships to provide accurate advice the company’s range of regulated products, applying your expert knowledge.
Requirements:
- Team Player;
- Identifying broader opportunities;
- Strong work ethic;
- Punctual;
- Building relationships to provide accurate advice the company’s range of regulated products, applying your expert knowledge;
- Proactively managing the customer experience from application to completion;
- CEMAP Qualification;
- Conducting face to face meetings with customers.