At a Glance
- Tasks: Manage bridging loan cases from enquiry to completion, ensuring accuracy and compliance.
- Company: Dynamic brokerage in Hertfordshire with a focus on client relationships.
- Benefits: Competitive salary, private healthcare, pension scheme, and 25 days annual leave.
- Why this job: Join a fast-paced environment and make a real impact in the mortgage industry.
- Qualifications: CeMAP qualified with strong communication skills and mortgage regulation knowledge.
- Other info: Great development opportunities and a supportive team culture.
The predicted salary is between 50000 - 50000 £ per year.
Location: Hertfordshire
Salary: up to £50,000 base with an OTE of circa £90,000
Hours: Monday to Friday 9 am to 5:30 pm
Benefits:
- Contributory Pension scheme
- Private Medical Healthcare
- Life Assurance
- Dental Plan
- Free eye tests
- Annual leave purchase scheme
- Social events
- Refreshments
- 25 days of annual leave with bank and public holidays on top
- Perk box
- Superb development opportunities
About the Bridging Loan Advisor
Are you an organised, client-focused mortgage professional who enjoys managing cases from initial enquiry through to completion, working closely with brokers and lenders to get deals done? Do you thrive in a busy brokerage environment where accuracy, compliance, communication, and strong relationships are essential? If you’re CeMAP qualified, detail-oriented, confident on the phone, and experienced across regulated and unregulated cases, this could be the ideal opportunity for you.
Responsibilities:
- Accurately record all new enquiries on the CRM upon receipt
- Complete fact finds for regulated bridging cases where advice is provided
- Source suitable lending options for all enquiries
- Follow up initial enquiries with brokers/clients
- Issue terms and required compliance documents; carry out recommendation calls for regulated cases
- Maintain accurate case notes and well-organised digital/physical files
- Complete introducer due diligence checks
- Notify Compliance of new brokers for onboarding and documentation requests
- Review AIPs and offers for accuracy of financial and lending details
- Check application packs and supporting documents
- Review valuations and submit to lenders where required
- Monitor case progress and ensure completion updates are accurate before issuing
- Coordinate and communicate updates between all parties promptly
Experience required:
- Professional telephone manner with the ability to communicate clearly and build relationships with brokers and clients
- Solid understanding of mortgage regulation, lender criteria, and when to refer or advise on regulated vs unregulated cases
- Proven experience in a similar role
- Well-organised with excellent time management, able to prioritise workload and meet deadlines in a fast-paced environment
- CeMAP qualified (for regulated business), with GCSE Maths & English, a proactive mindset, and a positive, team-focused attitude
Bridging Loan Advisor employer: Stellar Select Limited
Contact Detail:
Stellar Select Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Bridging Loan Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that Bridging Loan Advisor role. Have a quick, engaging summary of your experience and skills ready to go.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your application and get noticed by hiring managers. Plus, it’s the best way to stay updated on new openings.
We think you need these skills to ace Bridging Loan Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Bridging Loan Advisor role. Highlight your experience in managing cases, your CeMAP qualification, and any relevant achievements that showcase your client-focused approach.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your understanding of mortgage regulations and how you thrive in busy environments.
Showcase Your Communication Skills: Since this role involves a lot of communication with brokers and clients, make sure to demonstrate your professional telephone manner and clear communication style in your application.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Stellar Select Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of mortgage regulations and lender criteria. Being CeMAP qualified is a must, so be ready to discuss how your qualifications apply to the role of a Bridging Loan Advisor.
✨Showcase Your Organisational Skills
Since this role requires excellent time management and organisation, prepare examples from your past experiences where you successfully managed multiple cases or deadlines. Highlight how you keep your files and notes in order.
✨Practice Your Communication
As a Bridging Loan Advisor, you'll need a professional telephone manner. Practise answering common interview questions out loud, focusing on clarity and confidence. Think about how you would explain complex information to clients or brokers.
✨Demonstrate Your Client-Focused Approach
Be ready to share specific instances where you've built strong relationships with clients or brokers. Show how your client-focused mindset has led to successful outcomes in your previous roles.