Mortgage Advisor with All Leads Provided

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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