At a Glance
- Tasks: Guide clients through mortgage processes and recommend suitable products.
- Company: Dynamic financial services firm focused on client success.
- Benefits: Competitive salary, flexible hours, and ongoing training opportunities.
- Other info: Join a supportive team with great career advancement potential.
- Why this job: Make a real difference in clients' lives by helping them secure their dream homes.
- Qualifications: Strong communication skills and a passion for finance.
The predicted salary is between 40500 - 49500 £ per year.
As a Mortgage Advisor, you will guide clients through mortgage processes, recommend products, and ensure compliance with industry standards.
Responsibilities
- Assessed mortgage eligibility for clients
- Advised clients on suitable mortgage products
- Assisted in preparing loan applications
- Negotiated with banks and financial institutions
- Conducted affordability checks and risk assessments
- Ensured compliance with FCA regulations
- Maintained strong lender and client relationships
- Explained mortgage terms and repayment structures to clients
- Assisted clients with refinancing options
- Handled mortgage rejections and advised alternatives
- Maintained detailed records of client cases
- Met monthly business targets for mortgages
- Prepared financial comparison reports for clients
- Collaborated with property sales team
- Stayed updated with mortgage market changes
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Mortgage Advisor Love Your Assets in Birmingham employer: Loveyourassets
Join a leading real estate firm in Birmingham, where you will gain invaluable experience as a Client Relations Intern. Our supportive work culture fosters professional growth and development, providing you with the tools to excel in customer service and relationship management within the dynamic real estate and mortgage industry. With opportunities for mentorship and hands-on learning, this internship is designed to set you on a path towards a rewarding career.
We think you need these skills to ace Mortgage Advisor Love Your Assets in Birmingham
Mortgage Eligibility Assessment
Product Recommendation
Loan Application Preparation
Negotiation Skills
Affordability Checks
Risk Assessment
FCA Compliance
