Financial / Mortgage Consultant

Recruiter
Advance TRS
Location
Leatherhead
Posted
08 Apr 2018
Closes
20 Apr 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Mortgage Consultant

Package £30K basic, + Commission (OTE average £60k but there is no limit!)

An established estate agency is actively looking to take on a financial/mortgage consultant in Leatherhead.
The role will require you to be accountable for the entire sales process ensuring that clients are given reliable, professional advice - allowing them to select the most appropriate mortgage product for their requirements.

Duties include:

·Receive mortgage enquiries by e-mail/telephone from new/existing sources, converting those enquiries in to completed mortgage business
·Manage and develop effective, lasting relationships with external clients/lenders, pursuing the core objective of increasing revenues
·Receive and process enquiries by telephone/e-mail and communicate appropriate recommendations to client with all data to be recorded on centralised database
·Establish an effective proactive system for the follow up of all proposals made to improve the overall rate of conversion
·Develop and maintain key client for own portfolio needs, to include a regular contact programme for all clients in line with the published sales process
·Provide clear written/verbal instructions to the Case Management Team, with respect to the processing of cases after Application, assuring the quality of work to be processed
·Maintain sound working relationships with key lenders in the market, ensuring that requests for funding are communicated to them clearly and without ambiguity
·Utilise all IT and sales support materials effectively to ensure timely and accurate advice
·Ensure that lenders' core criteria/information requirements are satisfied prior to submission of Application

Skills and experience required:

·CeMAP (1,2,3)
·Proven ability to develop sound internal and external relationships
·IT literacy to ensure own 'system' effectiveness/accuracy, backed up with capability to generate own written material/correspondence
·Experience of working as part of a team motivated by a series of stretching business objectives with a sales/income orientation
·Innovation and creativity
·Communication skills, written and verbal (Internal and external)

We are an equal opportunity employer and value diversity in our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

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