Mortgage Sales Support

Recruiter
FPSG Connect
Location
Glasgow
Posted
14 Apr 2018
Closes
18 Apr 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time


Introduction

FPSG have an intriguing opportunity for a Mortgage Administrator based in Glasgow. The role sits within a leading Mortgage Broker and offers the chance to start a new and challenging role within an established business. Our client is a highly successful broker that prides itself on client care and a good working environment.

Within the role, you will support mortgage sales through preparation, completion and processing of mortgage and protection applications with a strong focus on delivering first class customer service.


Duties and responsibilities:

  • Provide best support to advisors making a recommendation around a fully protected mortgage

  • Arrange appointments and manage advisors diaries to maximise sales opportunities

  • Include completion of DIP's, full applications for mortgage and protection, submission of forms to lenders and suitability letters

  • Chase applications effectively to offer/terms, updating client every 72 hours, minimum, to ensure exceptional customer service and generating client referrals

  • Chase commissions

  • Complete all client transactions in accordance with the company sales process, FSA and compliance requirements

  • Undertake CPD including product knowledge, regulation, industry and market awareness

  • Attend meetings and training events as required

  • Maintain strong working relationships with colleagues

  • Develop and maintain strong relationships with clients

  • Work within all legal and company requirements

  • Follow Sales support Procedures

  • Any other reasonable requests made by management


Person Specification:

  • The prospective applicant applying for this sales support role will ideally have previous customer service and telephone experience.

  • Proven mortgage and protection experience preferably in the broker/ IFA market

  • Working knowledge of all mortgage and protection products

  • Working knowledge of Broker operations

  • Basic understanding of FSA regulations

  • CeMAP preferred (not essential)

  • Excellent interpersonal and communication skills are essential

  • You must be committed, resilient and self-motivated with a 'can do' attitude


Reward

In return, our client will offer a fantastic salary of £17,000 - £21,000 per annum depending on experience as well as a competitive bonus.

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