Loan Account Manager / Advisor

Hemel Hempstead

£30-35k plus bonus

We are working with a brokerage who offer both secured loans and bridging finance for its introducers, who focus on their working relationship with lenders, and as a consequence have the ability to place deals which sit outside many of their published terms.

Due to company growth, we are looking for a Loan Account Manager / Advisor to join the team. Ideally someone who is Cemap qualified, but experience is a must.

Main Duties and Responsibilities:

• Using effective questioning skills to establish customer needs
• Recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone.
• Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company’s and our regulator’s requirements.
• Maintain accurate and relevant customer records
• Present appropriate recommendations in a clear, concise and accurate manner
• Confirm all advice in writing to the customer
• Undertake appropriate and timely oral and written disclosure.
• Comply with the businesses requirements for the content and format of the information provided.
• Deal with and update brokers on a regular basis
• Converse with lenders on a regular basis

Skills, Knowledge, Qualifications and Experience

• Educated to degree level or CeMAP level 3 (if not already, must gain within first 3 months)
• Outstanding customer service and communication skills
• The ability to explain complex information clearly and simply
• The ability to respect confidential information
• A friendly, approachable attitude and an excellent judge of character