Recruiter

FISH4JOBS

Salary

From £18,000 to £30,000 per year + £18,000 - £30,000 depend...

Location

Hampshire

Job term

Permanent

Job hours

Full time

Mortgage Advisors:

Our client, a very successful Estate Agent, established for over 70 years are looking for 3 Mortgage Advisors based in different branches around Hampshire.


Key Tasks for a Mortgage Interview:

Ensure all relevant documentation is to hand prior to meeting the customer
Identify customer requirements and complete Mortgage Questionnaire
Identify relevant product / lender
Provide customer with details of all relevant products, including non-regulated products which match their requirements ensuring the use of key facts illustrations
Record your advice and recommendation within the appropriate section of the Mortgage Questionnaire
Double check that any contracts offered fit within the affordability calculations as prescribed by the company and mortgage lenders

You will adopt and follow the companies prescribed interview and sales process in line with the companies Training and Competency scheme.

Key Tasks for Mortgage Administration:

Complete all relevant paperwork in front of the customer relating to the contracts to be purchased
Advise on any further required documentation and agree when and how this is to be provided
Immediately forward all completed documentation to the relevant Mortgage Business Unit for processing, retaining copies within the branch
Maintain regular contact with all customers and the Mortgage Business Unit until the mortgage has completed
Ensure any queries raised by either the Customer or the Mortgage Business Unit are dealt with at the earliest opportunity

You will adopt and follow the companies prescribed process and administration procedure

Team Work Tasks:

Develop and maintain a close working relationship with the residential sales team ensuring a constant supply of referrals. Provide feedback to the residential sales team at every opportunity to ensure they are kept informed of the progress of any referrals.

Provide support to the residential team as and when required
Undertake and other duties as required by your line manager.

You will keep in line with the company procedures to maximise and develop business relationships with support functions.

Wheatcroft Sims operates as an Employment Agency