Mortgage Advisor

Mortgage Advisor

Mortgages

Lancashire

Permanent

£35,000 Per Year

Posted


Kind Consultancy is working with a well-established, long succesful Retail Financial Services organisation which is currently seeking a Mortgage Advisor to join them in a full-time, permanent role in their Lancashire office, paying up to £35,000.

With a focus on providing an efficient, professional mortgage advice service to customers, key responsibilities of the Mortgage Advisor role will include:

  • Provide accurate mortgage advice to prospective mortgage customers face-to-face and/or over the telephone.
  • To support the delivery of the Society’s mortgage retention strategy, through proactive contact of customers in advance of their current scheme ending.
  • Process mortgage applications on the Society software system and complete all procedural administrative documentation efficiently liaising with the customer during the application process.
  • Maintain accurate records and notes throughout all stages of the mortgage application.
  • To approve mortgage applications within specified limits in accordance with Society Lending Policy.
  • To consider mortgage applications outside standard lending policy where a justifiable business reason exist.
  • To present out of criteria cases to Credit Risk Committee with appropriate recommendations and rationale.
  • To maintain professional business relationships with BDMs, mortgage introducers and external contacts, providing information and guidance when required.
  • To take ownership for maintaining up to date knowledge of regulatory matters and sharing with colleagues across the Mortgage Department.

Our ideal candidate for the Mortgage Advisor opportunity:

  • Must be CeMAP qualified
  • Must hold a minimum of 5 GCSEs at Grade C or above including Maths and English or equivalent.
  • Has excellent communication skills both written and verbal.
  • Has experience of Microsoft packages and is a confident user of Word & Excel.
  • Can independently manage multiple tasks
  • Demonstrates consistently strong attention to detail

If you have the necessary skills, qualifications and experience and you live in or can commute to Lancashire, please apply with an updated CV today.

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