Mortgage Consultant

Mortgage Consultant Job Description Template

Our company is looking for a Mortgage Consultant to join our team.


  • Working closely with the Branch Manager;
  • Seek the best financial and mortgage solutions for our customers;
  • To “Out Passion” our customers at every opportunity;
  • Utilise all IT and sales support materials effectively to ensure timely and accurate advice;
  • Identifying and initiating leads from other sources;
  • Meeting and exceeding targets;
  • Ensure that lenders’ core criteria/information requirements are satisfied prior to submission of Application to Case Manager;
  • Establish an effective proactive system for the follow up of all proposals made to improve the overall rate of conversion of enquiries to business;
  • To manage and develop effective, lasting relationships with external clients/lenders, pursuing the core objective of increasing revenues to MFB.


  • Ensure all applications are completed following company compliance guidelines;
  • Clean credit file;
  • CEMAP qualified;
  • Work closely with the Mortgage Case Management Team to get applications through to completion;
  • Proactively manage a database of existing clients;
  • Be able to build lasting relationships;
  • Have a can-do attitude and be a team player;
  • Utilise IT systems & sales support to ensure you are giving the best possible advice;
  • Able to convert in bound applications for both Mortgages/BTL’s.