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Trainee Mortgage Advisor
Job Posted: a month ago
Salary: £ 30,000/Annum
Job Type: Permanent
Location: Altrincham, Trafford
Expire in: 11 hours
Job Description
Trainee Mortgage Advisor / Salary up to £30k / Need to have CEMAP or CII Level 3 Certificate in Mortgage Advice qualification / full-time office-based role – will need to drive.
Scope of Role
This is an exciting opportunity for an individual looking to start their career as a Trainee Mortgage Advisor. The position is permanent and office-based with a competitive basic salary (non-commission based) and an immediate start.
Key Responsibilities:
Relationship Building with Lenders & Customers:
* Develop strong relationships with lenders to understand their processes, timelines, and to effectively challenge decisions when required.
* Build rapport with customers, providing them with guidance and support through the mortgage application process.
Mortgage Application & Underwriting Support:
* Assist with tasks related to the underwriting process, including chasing valuations, liaising with lenders, and ensuring that all documentation is checked thoroughly.
* Input and process mortgage applications with attention to detail and accuracy.
Daily Task & Email Management:
* Effectively manage daily tasks, emails, and followups related to mortgage applications.
* Ensure all tasks are completed in a timely manner, and any outstanding issues are resolved promptly.
Meeting KPIs:
* Meet individual KPIs set by the company, ensuring that productivity and customer service standards are consistently achieved.
Data Accuracy & Record-Keeping:
* Ensure high levels of accuracy in all data entry, keeping detailed records of all customer interactions, applications, and correspondence.
Proactive Efforts:
* Go the extra mile to assist customers and ensure their needs are met throughout the mortgage process.
Qualifications & Experience Required:
Qualifications:
* CeMAP (Certificate in Mortgage Advice and Practice) or an equivalent CII Level 3 Certificate in Mortgage Advice is required.
Experience:
* At least 12 months of recent mortgage processing experience, preferably from within a brokerage environment.
Skills:
* Excellent interpersonal and communication skills to engage effectively with customers and lenders.
* Strong analytical skills with the ability to assess mortgage applications, documentation, and customer needs.
* Attention to detail to ensure the accuracy and completeness of mortgage applications and supporting documents.
* Organised and structured approach to work, with the ability to manage multiple tasks and prioritize effectively.
Personal Attributes:
* CustomerCentric: Strong focus on delivering excellent customer service and assisting clients through the mortgage application process.
* SelfMotivated: Driven to meet KPIs and go above and beyond to ensure success.
* Team Player: Able to work collaboratively with colleagues, lenders, and customers to achieve shared goals.
* Proactive & Adaptable: Ready to take on new challenges and contribute to the team’s success.
Additional Information:
* Salary: Competitive basic salary (noncommission based).
* Job Type: Permanent position with an immediate start.
This role is perfect for someone who is passionate about the mortgage industry and looking to start their career as a Trainee Mortgage Advisor with the opportunity to progress into a fully qualified advisor role. The successful candidate will receive guidance and training to further develop their skills and knowledge while working in a structured, supportive environmentBefore You Apply
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