Mortgage and Protection Advisor

Over the last 20 years our client has grown to become the UK’s leading specialist finance broker, providing fast, flexible unrivalled access to the UK’s specialist finance marketplace. The continuous growth has created new roles within the residential mortgage team. The Mortgage Advisor will be to taking new enquiries from a variety sources, identify the requirements and place with the correct lender, underwrite new applications and package them with care, skill, and diligence to present a perfectly packaged case to a lending partner and consistently process pipeline business, ensuring an efficient and satisfactory outcome for the borrower. You will be required to maintain existing broker and customer relationships generating leads from these contacts. You will deal with both intermediaries and directly with clients offering expert advice on specialised property finance. Key Responsibilities: New Enquiries Ensure all details are fully completed on CRM immediately once new enquiry received Carry out fact find with direct customers where the loan is for a regulated mortgage contract, and we will be providing advice if qualified Complete sourcing for all new enquiries Initial enquiries follow up with call to broker/client Check over terms completed by admin and send out with necessary compliance documentation to client/broker, Where the loan is regulated, a recom…