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Mortgage and Protection Advisor

Posted 23 days ago by Pertemps
Location Telford Job Type Permanent
Salary £24000 per annum Sector Estate Agency & Property Management
Pertemps are currently recruiting on behalf of a successful company based in Telford who are looking for a Mortgage and Protection Advisor on a permanent basis offering an attractive salary of £24,000 with an OTE £45,000+.

WHAT'S IN IT FOR YOU?

Competitive Salary
Pension contributions
Free on-site parking

KEY RESPONSIBILITIES FOR SUCCESSFUL MORTGAGE AND PROTECTION ADVISOR:

Effectively manage and prioritise your own clients from pre-qualified leads which have been provided to you
Ensure that they receive the best mortgage and protection option for them by searching our panel of over 90 UK lenders and providers.
Ensuring that the mortgage application process continuously adheres to the Financial Services Authority guidelines.
Liaise effectively with the lead providers to ensure smooth transitions and a fantastic customer journey from beginning to end of the process.
Problem solve based on information received and anticipate next steps wherever possible
Check documentation received from clients for completeness and accuracy and upload to in-house case file
Acquire and maintain knowledge of lenders' specific procedures and requirements
Work closely alongside the Sales Managers to ensure optimal effectiveness of existing processes
Support the team of Customer Service Advisors with on-going cases which have been submitted
Maintain a diary management system to ensure all clients are seen and dealt with promptly
Keep clear and accurate records of customer interactions and transactions

Key skills and requirement
• Must have Cemap 1, 2 and 3 qualifications
• Previous estate agent knowledge would be advantageous
• Essential to have prior experience working with a high number of lenders
• Ability to prioritise personal workload and effectively manage personal diary
• Ability to change and adapt to challenging situations using initiative


The successful candidate will have experience in a similar roles as a Mortgage and Protection Advisor.


If you're interested in the Mortgage and Protection Advisor opportunity please call Steph Bailey for further information on 01952 29150 or hit apply