Job Summary
We are seeking a knowledgeable and motivated Mortgage Advisor to join our dynamic team. The ideal candidate will ideally have a strong background in financial services and, in particular previous experience working within an estate agent.
The successful candidate must have a passion for helping clients navigate the mortgage process. As a Mortgage Advisor, you will be responsible for guiding clients through loan origination, ensuring they understand their options, and providing exceptional service throughout the loan process.
Responsibilities
* Assist clients in understanding their mortgage options and guide them through the loan origination process.
* Working within our Hunters estate agency relationship to service and obtain set targets.
* Evaluate client financial information to determine eligibility for loans and recommend appropriate products.
* Prepare and review loan documentation, ensuring compliance with TILA regulations and other relevant guidelines.
* Collaborate with loan processing teams to facilitate timely approvals and closings.
* Maintain accurate records of client interactions and transactions using financial software.
* Provide ongoing support to clients throughout the mortgage process, addressing any questions or concerns that arise.
* Stay updated on industry trends, market conditions, and changes in lending regulations to provide informed advice.
Skills
* Proven experience in loan origination and processing within the financial services sector.
* Familiarity with TILA regulations and contract management.
* Strong mathematical skills with the ability to perform basic math calculations accurately.
* Proficiency in financial software applications to manage client data and documentation effectively.
* Excellent typing skills, including 10 key typing proficiency for efficient data entry.
* Strong communication skills, both verbal and written, to effectively interact with clients and team members.
Job Type: Full-time
Pay: £30,000.00-£100,000.00 per year
Work Location: In person