1st Charge Mortgage Advisor

Job Title: 1st Charge Advisor

Location: Warrington

Salary: £30,000 - £35,000 - Plus Commission

Job Description:

Tallgrass Recruitment is excited to offer a 1st Charge Mortgage Advisor position for a prestigious financial services company based in Warrington. This role has arisen due to significant business growth, and we are seeking experienced advisors to join a dynamic team.

Key Responsibilities:

• Lead Management: Proactively contact a portfolio of fact-find leads generated through our online platform.
• Customer Assessment: Assess customer applications and provide high-quality, tailored recommendations in line with the company's Compliance and Training & Competence Procedures.
• Advisory Services: Offer informed advice on second charge mortgage options using the company’s innovative in-house software.
• Regulatory Compliance: Stay updated with industry regulations and lender criteria to ensure accurate guidance.
• Customer Relations: Maintain strong relationships with customers, ensuring they are well-informed throughout the process.
• Performance Targets: Meet or exceed sales targets and KPIs while maintaining excellent customer satisfaction.
• Collaboration: Work closely with case managers to support customer applications.
• Process Improvement: Contribute to enhancing the customer experience by suggesting and implementing new ideas and processes.

Requirements:

• Qualifications: CeMAP qualification with experience in Mortgage advice.
• Goal-Oriented: Driven by targets and dedicated to achieving positive customer outcomes.
• Customer Commitment: Committed to providing exceptional customer experiences and fostering long-term loyalty.
• Industry Knowledge: Strong understanding of mortgage products, regulations, and procedures.
• Multitasking: Ability to manage multiple cases efficiently in a fast-paced environment.
• Communication Skills: Excellent interpersonal and communication skills, with the ability to build rapport.
• Attention to Detail: Detail-oriented with strong analytical and problem-solving capabilities.
• Flexibility: Willingness to work shifts to meet evolving customer needs.