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Mortgage Advisor

Posted on Aug 19, 2019 by CV-Library

Essex, United Kingdom
Customer Service
Immediate Start
£25k - £25k Annual
Full-Time
An exciting opportunity to join a well-established mortgage and commercial expert based in Southend on Sea due to growth. Our client is looking for a Mortgage Advisor to join their small and friendly team. The Mortgage Advisor will offer advice to your customers. As Mortgage Advisor, you will have exceptional client relationship skills, a positive attitude, excellent attention to detail and will be used to working in a fast-paced environment. This is an exciting opportunity for an experience Mortgage Advisor looking to progress in their career. Our client is offering a good starting salary, free parking, pension and are happy to support any relevant further training and qualifications.

Role:

To deliver outstanding service as you offer expert mortgage and protection advice to our customers

Key Responsibilities:

To answer incoming calls quickly and politely and provide assistance to clients, brokers, suppliers, and lenders with their queries, whilst ensuring that Data Protection rules are strictly adhered to. This must be to the highest standards of customer service

To deliver outstanding service as you offer expert mortgage and protection advice to our customers

Perform in depth, regulated, advised meetings/calls with customers providing them with a number of recommendations

To enable the customer to make an informed decision from a range of suggested options

To provide accurate advice on a range of regulated and unregulated products

To gain a full understanding of the customer's personal circumstances to recommend and present a range of mortgage and protection solutions

To proactively manage the customer experience at all stages of the application journey, ensuring customers receive exceptional service.

To ensure that tasks allocated are carried out as instructed within given timescales.

Follow Company policy/procedures as issued by management.

Deal with inbound and outbound post, faxes and e-mails.

To input all relevant data onto our processing system

To process all forms of Mortgage and Protection enquiries and applications to the relevant Lender or Insurance Provider's criteria and policies.

To ensure the selected products still fit criteria when full information has been received and assessed.

To prepare loan applications for the lender to issue an offer and insurance applications to enable a policy to be fully underwritten

To maintain the up to date status of a case and the diary on the system.

To ensure all Provider and Lender requests are actioned to facilitate policies 'On Risk' and mortgage completions as quickly as possible

Provide Management Information on stats in an accurate manner as required

Suggest improvements on policy/procedures

Essential Skills:

Previous experience gained within a similar role

High level of autonomous skill and competence around commercial contracts

Must be proficient in Microsoft office

Excellent communication skills

Excellent telephone manner with the ability to build relationships

An 'outside' of the box thinker

Outstanding attention to detail

Ability to stay calm under pressure

Methodical and organised

Ability to multitask, using telephone whilst inputting information

A great team player

A desire to show initiativeChrysalis Recruitment Solutions acts as an employment agency on behalf of our clients. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed). We are committed to providing our clients with the best candidates for their business and our candidates with the best opportunities for their career. All of our vacancies can be viewed via our website

Reference: 210639439

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