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Secured loan advisor

Bolton
Career Assist
Loan advisor
Posted: 1 October
Offer description

We are seeking a talented and motivated Secured Loan Advisor to join our fast-growing and ambitious client. In this role, you will play a crucial part in helping customers secure their financial needs by providing expert advice on secured loans.

This is a unique opportunity to join a dynamic brokerage where you can grow with the business. You will be working closely with ambitious and established directors who have a proven track record of success, offering you the platform and support to achieve your full potential.

What you’ll be doing:

* Assessing customers' applications and delivering high-quality recommendations tailored to their needs and circumstances

* Providing expert advice on secured loan options, using the client’s distinctive in-house software

* Keeping up to date with industry regulations and lender criteria to provide accurate, compliant guidance

* Building and maintaining strong customer relationships, keeping them informed throughout the process

* Meeting or exceeding sales targets and KPIs while maintaining excellent customer satisfaction

* Collaborating with an experienced team of case managers to support customers through the application process

What we expect from you:

* Fully CeMAP qualified, with a minimum of 2+ years’ experience within secured loan advice (intermediary background preferred)

* Performance-driven mindset, accountable for achieving targets and delivering the right outcomes for customers

* Commitment to providing a best-in-class customer experience that fosters loyalty and satisfaction

* Strong knowledge of mortgage and secured loan products, regulations, and procedures

* Excellent communication and interpersonal skills with the ability to build rapport and trust

If you are motivated, customer-focused, and want to be part of a growing business with ambitious leadership, we would love to hear from you

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