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Loan Account Manager

Great People
Closing date
7 Jul 2022

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Contract Type
Full Time
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Bridging Loan Account Manager
My client is a growing Finance Broker, based in Hemel Hempstead. They offer both secured loans and bridging finance.
Main Duties and Responsibilities:
* Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone.
* Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company's and our 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. Comply with the businesses requirements for the content and format of the information provided.
* 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
* Achieve such qualifications as are required to undertake the role of a 2nd Mortgage Adviser in line with the timescales
* Deal with and update brokers on a regular basis
* Converse with lenders on a regular basis
Skills and Knowledge Required
* Educated to degree level or CeMAP level 3 (if not already, must gain within first 3 months funded on a retainer basis
* Outstanding customer service and communication skills
* The ability to explain complex information clearly and simply
* The ability to respect confidential information
* A friendly, approachable attitude and an excellent judge of character
* A natural problem-solver with strong analytical skills, outgoing, good on the phone, proactive and hard working
* High attention to detail
* Pro-active attitude
* Previous experience in Financial Services necessary
* A good level of IT skills
For more information on this exciting opportunity please contact Charmaine
This role comes with an uncapped bonus scheme
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