You will deal with both intermediaries and directly with clients offering expert advice on specialised property finance.
Ensure all details are fully completed on CRM immediately once new enquiry received.
Carry out fact find with direct customers where the loan is for a regulated mortgage contract, and we will be providing advice if qualified.
Review AIP’s and Offers received – checking all financial details and requirements.
Check case and completion updates for correct content and send to client/broker.
Maintaining back-office system and ensuring this is used correctly in line with Company process.
Clear, Eloquent and Upbeat telephone manner.
General office skill set.
Full UK driving licence.
GCSE Maths and English essential.
CeMAP required for handling regulated mortgage contracts; Not covering up mistakes, big or small but approaching your manager for help where a mistake has been self-identified.
~ For example, be mindful if people are waiting in the office to see someone – do not shout across the office to others and discuss other applications too loudly.
If an application is declined, what can we do to move the application forward, do we need to negotiate with the lender, is there another lender that we can approach or can we re-structure the deal and proceed with an alternative type of finance.
~ Team orientated – being able to work well with others and not being solely focused on own job tasks but trying to assist others, this includes helping with the training of new administrators within the business.
Be confident when speaking to people and do not be afraid to ask for help.
Don’t avoid taking calls when being chased and do not hide behind an email when a phone call is the correct course of action.
~ Not complaining about colleagues or building up personal issues which become evident in work.
