Job Description Job Summary
A Home Finance Adviser provides customers (UK/Expat/International) with a full advice and recommendation service for Home Finance working in accordance with the Banks values, scope of service, regulatory and compliance requirements whilst maintaining excellent customer satisfaction.
Key responsibilities
To source and progress Regulated (Home Purchase Plan) and Non-Regulated (Buy to Let) home finance applications through to completion and Working within the agreed SLAs.
The role holder is responsible for making suitable recommendations to the Bank’s credit function to enable growth of the Home Finance book in line with business strategy, whilst ensuring that all finance applications are completed within policy and criteria.
Generate telephone appointment activity in order to achieve new business goals, tracking potential customers and following up on enquiries.
Recommend the most suitable product, term, and payment method to suit the customer’s needs, priorities, and circumstances.
Development of existing customer relationships to ensure business retention and growth.
To achieve set individual targets in a variety of areas and to contribute towards the overall performance of the Commercial and Home finance business, whilst minimising the r...