Trainee Mortgage Advisor
Do you want to work for a friendly, busy and professional mortgage broker that offers a great working environment and the opportunity to compete your CeMAP qualifications, great training and the opportunity to progress your career within financial services? If so, I have a great opportunity to join a vibrant and proactive organisation surrounded by a supportive team based out of their offices in Ipswich
Responsibilities:
* Liaising with clients, lenders, solicitors and introducers over the phone and via email correspondence.
* Managing a case load of new business applications through to completion.
* Chasing clients and lenders for key documentation and information.
* Uploading and processing applications onto the lender portals.
* Updating accurately the CRM system.
* Adhering to FCA compliance and regulations.
* Building strong client relationships with clients and lenders.
* Ensuring loan applications are processes effectively and within the agreed deadlines.
* Keeping clients up to date with the progress of their application.
The right candidate will have the following skills and experience to apply:
* Great communication and organisation skills with the ability to build strong business relationships.
* Proven administration background ideally within mortgages or within a FCA regulated environment.
* Strong IT skills
* CeMAP qualified or equivalent or happy to start taking the qualifications.
* Personable, team player with a “can do” attitude.
* Dedication to providing outstanding service and support to clients.
* Ability to prioritise your own workload and meet deadlines.
* Great attention to detail.
* Experience in property preferred but not essential