Commercial Loan Advisor

Commercial Loan Advisor

Hemel Hempstead Full-Time 32500 - 45500 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients secure commercial loans and build strong relationships with brokers and lenders.
  • Company: Established firm of specialist brokers with a commitment to customer service.
  • Benefits: Competitive salary, bonuses, benefits, and excellent career prospects.
  • Why this job: Join a successful team and make a real difference in clients' financial journeys.
  • Qualifications: Strong communication skills and a passion for helping customers.
  • Other info: Dynamic work environment with opportunities for professional growth and development.

The predicted salary is between 32500 - 45500 £ per year.

Job Description

Commercial Loan Advisor

Hemel Hempstead

From £32500 + bonus + benefits + great career prospects

We are recruiting a Commercial Loan Advisor for a successful firm of specialist brokers who pride themselves on commitment to customers. This company is well established, highly successful with great plans and goals in place which offers a wonderful place for mortgage professionals to build their career. This role is working on the commercial side of the business, arranging Bridging & Commercial Loans, mostly dealing with introducers (Brokers, Accountants, Solicitors)

Duties include:

  • 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, both verbally and in writing. 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.
  • Project a professional image to your customers and colleagues. Build strong customer relationships and provide an excellent customer experience, whilst adhering at all times to company procedures and the FCA’s MCOB regulations and guidance.
  • Maintain an excellent knowledge of the our lenders mortgage products, underwriting and affordability requirements
  • Proactively pre-empt issues with regards to customers and resolve problems arising
  • Understand what Treating Customers Fairly (TCF) means within your work
  • Actively participate in one-to-one review meetings, coaching and training as required by your line manager. Meet agreed performance goals
  • Achieve such qualifications required within the role (CeMap)
  • Ensure that your knowledge and use of OMS (CRM Database) is accurate and appropriate; maintain and develop this knowledge
  • Deal with and update brokers on a regular basis
  • Converse with lenders on a regular basis

Commercial Loan Advisor employer: KFS Recruitment

As a Commercial Loan Advisor in Hemel Hempstead, you will join a well-established and successful firm that values commitment to customer service and offers a supportive work culture. With competitive salaries, bonuses, and excellent career progression opportunities, this role is perfect for mortgage professionals looking to thrive in a dynamic environment while building strong relationships with clients and colleagues alike.
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Contact Detail:

KFS Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Commercial Loan Advisor

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Commercial Loan Advisor role.

✨Tip Number 2

Practice your pitch! You never know when you'll get a chance to impress someone. Prepare a short, snappy introduction about yourself and what you bring to the table as a Commercial Loan Advisor. Make it memorable!

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way. It shows you're keen and professional. Plus, it keeps you on their radar as they make their decision.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you ace your application. Plus, it’s the best way to ensure your CV gets seen by the right people. Don’t miss out!

We think you need these skills to ace Commercial Loan Advisor

Effective Questioning Skills
Customer Needs Assessment
Mortgage Product Knowledge
Regulatory Compliance
Record Keeping
Verbal Communication
Written Communication
Problem Resolution
Customer Relationship Management
Understanding of Treating Customers Fairly (TCF)
Coaching and Training Participation
Performance Goal Achievement
CeMap Qualification
CRM Database Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Commercial Loan Advisor role. Highlight your experience with customer service, mortgage products, and any relevant qualifications like CeMap. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with our company values. Keep it concise but engaging – we love a good story!

Showcase Your Communication Skills: Since this role involves a lot of communication, make sure your written application reflects your ability to present information clearly and professionally. We appreciate clarity and conciseness, so keep that in mind when writing.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!

How to prepare for a job interview at KFS Recruitment

✨Know Your Products Inside Out

Make sure you have a solid understanding of the lenders' mortgage products and their underwriting requirements. This will not only help you answer questions confidently but also show your potential employer that you're serious about the role.

✨Practice Effective Questioning

Since the role involves establishing customer needs, practice your questioning skills before the interview. Think about how you can draw out information from clients to provide tailored advice, and be ready to demonstrate this in your responses.

✨Showcase Your Customer Relationship Skills

Be prepared to discuss how you've built strong relationships with clients in the past. Use specific examples to illustrate your ability to provide excellent customer experiences while adhering to regulations like TCF.

✨Familiarise Yourself with Compliance

Understanding the FCA’s MCOB regulations is crucial for this role. Brush up on these guidelines and be ready to discuss how you would ensure compliance in your work, as this will demonstrate your commitment to professionalism.

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