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Loan Account Manager

Great People
Closing date
4 Dec 2021

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Contract Type
Full Time
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2nd Charge Loan Broker

My client is a friendly growing finance house who is looking for a 2nd Charge Advisor to join their friendly team.

Main Duties and Responsibilities:

Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company's and their regulator's requirements.

Maintain accurate and relevant customer records

Present appropriate recommendations in a clear, concise and accurate manner, both verbally and in writing.

Confirm all advice in writing to the customer.

Undertake appropriate and timely oral and written disclosure.

Project a professional image to your customers and colleagues.

Build strong customer relationships and provide an excellent customer experience

Maintain an excellent knowledge of the our lenders mortgage products, underwriting and affordability requirements

Proactively pre-empt issues with regards to customers and resolve problems arising

Meet agreed performance goals

Deal with and update brokers on a regular basis

Converse with lenders on a regular basis

Skills Required

Educated to CeMAP level 3 (ideally 2 years experience in a similar role)

Outstanding customer service and communication skills

The ability to explain complex information clearly and simply

The ability to respect confidential information

A natural problem-solver with strong analytical skills, outgoing, good on the phone, proactive, hardworking

High attention to detail

A good level of IT skills

For more information please call Charmaine
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