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Direct lending adviser

Skipton
Skipton Building Society
Posted: 16h ago
Offer description

Overview

Direct Lending Adviser role at Skipton Building Society.

We are recruiting for multiple Direct Lending Advisers to join our Homes Business. This role requires successful candidates to join on Monday 1st December.

We’re also hiring for Customer Service Advisers and Mortgage Advisers – roles you may also be considered for, depending on your experience and interests.


Hours

This is a full-time position at 35 hours per week, working shift patterns across Monday to Saturday on a rota basis. We offer hybrid working; you must be able to travel to our Head Office in Skipton at a minimum of 1 day per week, with flexibility and more presence needed during the initial 3 week training period.


Salary

£26,000 Per Annum


Closing Date

Thu, 16 Oct 2025


What’s In It For You?

We have a range of other benefits available to you including:

* Annual discretionary bonus scheme
* 25 days standard annual leave + bank holidays + rising 1 day per year of service to a maximum of 30 days
* Holiday trading scheme allowing the ability to buy and sell additional annual leave days
* Matching employer pension contribution (up to 10% per annum)
* Colleague mortgage (conditions apply)
* A commitment to training and development
* Private medical insurance for all our colleagues
* 3 paid volunteering days per annum
* Diverse and inclusive colleague networks available for you to join including our Carers and Pride Alliance groups
* Cycle to work initiative and discounted gym membership


What Will You Be Doing?

You will be answering a variety of customer inquiries related to their mortgage application, with your main focus being to guide them through the Decision In Principle (DIP) process. Your responsibilities include:

* Through curious questioning, identify what the customer is hoping to achieve and cross-reference it with the lending policy to ensure mortgage viability.
* Verify the customer's income and expenditure, understanding any unique circumstances that could affect the lending decision.
* Complete the credit search to help customers understand how much they may be able to borrow and what to expect from Skipton.
* After a successful DIP, take ownership of the customer and support them through the next stage with a qualified mortgage adviser.

Homes Advice provides a dynamic and supportive work environment with opportunities for personal growth and career development. The fast-paced role ensures continuous learning and collaboration with teams.


What Do We Need From You?

* Motivation to provide an excellent customer journey and a desire to develop themselves.
* Ability to communicate clearly and comprehensively, making complex information understandable with empathy.
* Brave and innovative mindset to grow the business through proactive customer contact and delivering on promises.
* Ability to understand and meet customer needs to deliver an excellent experience and positive outcomes.
* Previous experience of being involved in a customer’s mortgage journey is essential.

This role may close early if a high number of applications are received.


Seniority level

* Not Applicable


Employment type

* Full-time


Job function

* Finance and Sales

Noted: Referrals increase your chances of interviewing at Skipton Building Society.

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