Mortgage Advisor with All Leads Provided
Homey Greater London, England, United Kingdom
Homey: Revolutionising Mortgages
Homey is transforming property transactions with a seamless, digital-first platform that connects estate agents, mortgage advisors, solicitors, and clients.
We are looking for an in-house mortgage advisor to work with our existing agents and partners.
Why Join Homey?
* Collaborate with a Premier UK Software Company: Work on cutting-edge projects and master advanced techniques.
* Unlock Global Career Pathways: Excel locally and gain opportunities for UK sponsorship.
* Drive Industry Transformation: Join a team revolutionising the UK home-moving industry and improving millions of lives.
Responsibilities And Duties
* Client Consultation: Conduct thorough consultations with clients to understand their financial needs and mortgage options.
* Mortgage Advice: Provide tailored mortgage advice based on clients’ unique circumstances, ensuring they understand all available options.
* Lead Management: Utilise provided leads effectively, following up with potential clients to convert inquiries into successful mortgage applications.
* Documentation and Compliance: Assist clients in gathering necessary documentation for mortgage applications and ensure compliance with relevant regulations.
* Market Research: Stay updated on mortgage products, rates, and industry trends to offer informed recommendations.
* Customer Relationship Management: Build and maintain strong relationships with clients, providing exceptional service throughout the mortgage process.
Requirements
Educational Requirements
* Qualified mortgage advisor with relevant qualifications (e.g., CeMAP, or equivalent).
* Fluency in Spoken and Written English.
Experience
* Minimum of 3 years of experience in mortgage advising or a similar financial advisory role.
* Demonstrated success in lead conversion and client satisfaction.
Technical Skills
* Proficient in using mortgage software and CRM systems.
* In-depth knowledge of mortgage products and services available in the market.
Soft Skills
* Excellent communication and interpersonal skills.
* Strong sales and negotiation abilities.
* High level of professionalism and ethical standards.
* Ability to work independently as well as part of a team.
Reporting Structure
* Reports to the Head of Mortgage Services.
* Collaborates with other advisors and support staff as necessary.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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