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- Advise on mortgage applications.
- Develop new business partnerships and clients.
- Assess the financial position and credibility of mortgage applicants.
- Refer protection requirements to the mortgage team.
- Explain loan repayment schedules and manage loans throughout their lifespan.
- Review and update loan files and credit documentation.
- Ensure compliance with every client and transaction.
- Manage and coach junior team members.
- Assist senior leadership in strategic growth of the mortgage team.
- Cross-refer clients to other areas of the group such as accountancy, commercial, and insurance teams.
- Obtain and compile applicants' credit histories and financial information.
- Ensure clients adhere to loan agreements and manage timely repayments.
- Maintain ongoing client management.
- Annual salary of £35,000 - OTE - £70,000k.
- Pension, Healthcare, Equity Scheme.
- Looking for minimum 3 years’ advice experience in residential mortgages, ideally able to write over £200k per year and be confident enough to build a client base
- CeMAP Level 3 qualification.
- Strong understanding of FCA and MCOB regulation.
- Working knowledge of mortgage operations with banks or lenders.
- Excellent interpersonal, communication, and customer service skills.
- Strong numerical skills for loan calculations and repayments.
- Ability to analyse loan applications and supporting documents.
