Commercial Mortgage Consultant

06 May 2017
05 Jun 2017
Contract Type
Full Time
Leading Commercial Brokerage are currently seeking an experienced Commercial Mortgage Broker in the West Midlands

Purpose of Job
To assist clients to purchase, expand or re-finance their business(es) by arranging commercial mortgages and at all times treating our customers fairly.
Main Duties

• To maintain up to date market knowledge to enable the identification of appropriate solutions for customers •
To source and present facilities to clients
• To work to fulfil both the Client, and individual, business development plan.
• To generate business from the existing database of registered business purchasers and existing operators
• To create close working relationships within the Broker Network, colleagues to maximise referral opportunities and reciprocal business
• To maintain ongoing contact with prospective clients (both internal and external) to ensure our client is foremost in their minds for any business finance opportunity
• To prepare and submit quality applications for finance on behalf of clients
• To identify and develop relationships with active lending institutions
• To plan, manage and execute several ongoing assignments at any one time whilst ensuring that tight deadlines are met
• To operate in line with FCA Guidelines
• To maintain professional expertise through course attendance, reading of financial journals, and further training in line with but not limited to CF CPD requirements
• To understand what Treating Customers Fairly means in regard to us and embed this fully within the work.
General Responsibilities

• To present and promote Our Client as a professional organisation with the highest standards of excellence and client care
• To contribute to the development of the corporate image and perception as a whole by demonstrating quality, consistency and reliability
• To comply with company policies regarding Equal opportunities, Health and safety, Data protection and Environmental impact.
• To fulfil any other duties as may be reasonably expected.

Working Relationships & Contacts

• Clients - Purchasers and Operators
• Bank representatives
• colleagues

Person Specification

• Able to develop strong reciprocal working relationships
• Sales and service orientation
• Detail conscious
• Analytical
• Self motivated
• Driven and energetic
• Determined and resilient
• Honest and trustworthy
• Critical thinking and problem solving
• Organised and planned
• Calm considered approach when handling diverse demands
• A team player
• Interpersonal skills
• Communication skills - listens carefully and gives feedback
Experience & Qualifications

• 2 years+ professional experience in sales within property or finance
• Degree level education or equivalent
• Excellent English writing and presentation skills
• Computer literacy - MS Word, Excel and PowerPoint
• Industry Awareness - regulations (TCF, money laundering, FCA etc.)