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Mortgage Adviser

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  • Posted By: Search - Insurance & Financial Service
  • Address:
  • Contact: 0151 229 5526
  • Date Posted: 1st Jul 2008
  • Salary: £17,000-£25,000
  • Location: Southport
  • Reference Code:
  • Views Since Posting: 2
  • Full Description:

    Our client is a Top 5 Bank with offices throughout the UK. A fantastic role has been developed for a Mortgage Adviser in their Southport Branch.

    Duties:

    Provide Advised Mortgage Sales; acting as a key point of contact for this service within the Area / Region for referrals from Customer Advisers, Affluent Managers and Business Managers.

    You'll be required to achieve and exceed individual sales performance and referrals targets through excellent customer service.

    Manage own diary and pipeline of Mortgage applications to ensure referrals from colleagues where the customer requires full advice service are dealt with promptly and that applications progress to successful draw down.

    Work in partnership with the Area teams to identify local training needs and potential solutions; taking and participating in weekly huddles and team meetings.

    Conduct structured Mortgage sales interviews at all levels of service (as stated under MCOB rules); identifying customer needs and priorities so that they are always offered best advice and excellent service.

    Requirements

    Ideally, you will have proven sales experience and have professional sales interviewing skills.

    Relevant product knowledge and a general knowledge of the Mortgage process is essential

    Full CeMAP is preferred however CeMAP qualification must be obtained within agreed specified time to be deemed fully competent so part qualified individuals should certainly apply

    Experience in dealing with a wide range of people in a customer service / retail environment .

    There will be regular travel involved and the individual will need to ensure that they work effectively with their branch colleagues to achieve their objectives and meet their clients

    Package:

    The salary range for this role is £17,000-£25,000, the company also offers exceptional benefits including upto 10% profit share, 15% saving scheme pension (which may also be taken as cash). In addition to an incentive scheme bonus

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