Loan Account Manager / Advisor
Hemel Hempstead
£30-35k plus bonus
We are working with a brokerage who offer both secured loans and bridging finance for its introducers, who focus on their working relationship with lenders, and as a consequence have the ability to place deals which sit outside many of their published terms.
Due to company growth, we are looking for a Loan Account Manager / Advisor to join the team. Ideally someone who is Cemap qualified, but experience is a must.
Main Duties and Responsibilities:
*Using effective questioning skills to establish customer needs
*Recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone.
*Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company’s and our regulator’s requirements.
*Maintain accurate and relevant customer records
*Present appropriate recommendations in a clear, concise and accurate manner
*Confirm all advice in writing to the customer
*Undertake appropriate and timely oral and written disclosure.
*Comply with the businesses requirements for the content and format of the information provided.
*Deal with and update brokers on a regular basis
*Converse with lenders on a regular basis
Skills, Knowledge, Qualifications and Experience
*Educated to degree level or CeMAP level 3 (if not already, must gain within first 3 months)
*Outstanding customer service and communication skills
*The ability to explain complex information clearly and simply
*The ability to respect confidential information
*A friendly, approachable attitude and an excellent judge of character