Trainee Mortgage Advisor? - Here's a stepping stone towards

3 days left

LSL Property Services plc
02 Feb 2017
02 Mar 2017
Contract Type
Full Time

Aspirations to become a Mortgage Advisor ? The following describes a role that we have within our contact centre in Colchester that very often leads to progression into lucrative Mortgage Advisory positions -

Enquiry Centre Mortgage Pre Screener

Base Salary: £18,000 rising to £20,000 with 1 years’ service and completion of cemap qualification

OTE Earnings: £25 - £30,000

Mortgages First is part of the highly successful parent business - LSL Property Services plc and due to an expansion within business opportunities we are seeking driven Individuals for our Enquiry centre.

To contact clients referred to us by house builder introducers/clients and take personal and financial information in a professional and efficient manner. Qualifying the house builders customers for government schemes and providing mortgage information, such as lenders available, interest rates and fees. Making appointments for our Mortgage and protection advisers. To ensure we can provide an excellent service for our introducers and clients our call centre is open 7 days a week so you will be required to work weekends on a rota basis. This is an average of 3 weekends in every 5.

Key Skills:

  • Excellent phone manner
  • Provide excellent customer service to our introducers and our clients
  • Ability to work effectively towards your own targets while also contributing to the team
  • Ability to well under pressure, and within tight deadlines
  • Efficient and organised and have excellent attention to detail
  • Target-driven
  • Highly motivated
  • Client-focussed
  • Excellent communication skills - both oral and written
  • Good IT skills

Measures of Performance:

  • Achievement of minimum number of appointments set out by management
  • Achievement of minimum compliance standards as laid out by the Company, and it’s regulators, and Data Protection adherence to.
  • Finalising appointments and administrating paperwork to a high standard
  • Attention to detail in every aspect is vital

Key Accountabilities:

  • Responsibility to ensure your own clients and pipeline are dealt with in an efficient manner.
  • Responsibility to ensure that all processes set out for the team and individuals are followed.
  • To respond quickly and positively to any request from a department or Manager within Mortgages First, and demonstrate flexibility in approach to work where this is required.
  • Assisting the Management where required with the continual development of strong relationships with the Company’s key introducers
  • Always conducting business, and acting in a way that represents Mortgages First, and the ethos of the Company well at all times.

Working hours: 10am -7pm

Holidays: 20 days per annum plus bank holidays or lieu days

Base Salary: £18,000 rising to £20,000 with 1 years’ service and completion of cemap qualification

OTE Earnings: £25 - £30,000