As a Mortgage Advisor, you will join our elite team of experienced mortgage brokers with an average industry experience of 2-4 years. This is an entry-level role that will give those interested in building a career in financial services an opportunity to learn and grow in a fast-paced, high-performance environment.
Our team of Mortgage Advisors will deliver unbiased advice to customers seeking home financing solutions for their purchase and refinance. They will undergo an extensive training program and learn about mortgage products, real estate transaction flow, and our operational systems and processes.
Responsibilities:
- Deliver a superior customer experience to our online leads by responding to their inquiries in a timely manner
- Advise clients on the right mortgage product for their home buying or refinance
- Collaborate with the property finder sales and business development team to build a portfolio of real estate referral channel partners
- Support clients through the loan process from application to closing
- Prospect for new business by connecting with our extensive database of clients
Skills:
- Excellent communication and listening skills
- Ability to explain complex information clearly & simply
- Confidence to work with numbers and to explain figures and financial products to your clients
- Excellent customer service skills
- Drive and motivation to meet targets
- Good IT skills
- Good time-management skills and the ability to juggle a busy workload
- Punctuality and discretion
- Honest and trustworthy approach
- Interest in the financial sector
- Good mathematical ability.
- Ability to be coachable and agile, taking on new ways of working.
