Trainee Mortgage Advisor / Business Development Executive - D&R Recruitment Limited : Job Details

A leading and reputable finance company currently requires a Trainee Mortgage Advisor / Business Development Executive.

It will train and develop you into a fully authorised Mortgage Broker, starting as an internal Business Development Executive, and moving into the position of Mortgage Broker. It will pay and for your CeMAP qualifications. A real career advancement opportunity into an exciting and rewarding sector.

Trainee Mortgage Advisor Overview:

The primary role of a Mortgage Broker is to market the company and actively establish a network of mortgage brokers and independent financial advisors, from which customer referrals are generated.

Trainee Mortgage Advisor Main Duties:

• The development of new business, via methods such as canvassing, outbound, and inbound telemarketing.
• Build up a broker database and maintain good relationships accordingly.
• To maintain a competent level of understanding of mainstream lender’s underwriting policies and procedures.
• Sales processing and accurate data entry.
• Submission of timely and accurate application packs.
• Adherence to quality and compliance standards.
• To assist the Specialist Mortgage Advisor at the applicable stages of the sales process.
• To pay high regard to Financial Conduct Authority (FCA) regulations including Treating Customers Fairly Principles.
• Encourage and maintain a high level of customer service and excellence.
• To pay particular attention to ensuring the confidentiality of sensitive information.
• To always behave in a positive and professional manner when representing the company.
• General housekeeping duties, ensuring the office is kept tidy.
• To follow all company policies and procedures.
• Any other duties as requested by your Manager.

Trainee Mortgage Advisor Personal Duties:

• To always display Company core values.
• To actively keep updated with the company’s services.
• To develop yourself by, where necessary, attending courses, meetings, training events, workshops, and seminars, to not only develop yourself but also the company.
• To demonstrate clear written and verbal communication skills.
• To be highly self-motivated and organised.
• To ensure effective customer care skills.
• To make informed decisions whilst being aware of the consequences.
• A recognition and regard for observing confidentiality.
• The capacity to work as part of a team.
• Ability to work on own initiative and meet set timescales.

Trainee Mortgage Advisor Experience:

• Sales experience in a busy office environment.
• Outbound sales experience.
• Account management.
• IT literate, particularly with Microsoft Office and the Internet.

Trainee Mortgage Advisor Key Skills:

• Ability to demonstrate clear written and verbal communication skills
• Fast and accurate data entry
• Effective Customer Care Skills
• Excellent interpersonal skills
• Impeccable telephone manner and tone
• Effective organisational skills
• The capacity to work as part of a team
• An ability to work in own initiative and meet set timescales