My Shortlist

Your shortlisted jobs will appear here. To view your shortlist: Login Or Register

Date Added: Sat 11/01/2025

Trainee Mortgage Advisor

Altrincham, WA14, UK
Apply Now

Company: TALL GRASS RECRUITMENT

Job Type: Permanent, Full Time

Salary: £25000 - £30000/annum

Trainee Mortgage Advisor / Salary up to £30k / Need to have CEMAP or CII Level 3 Certificate in Mortgage Advice qualification / full-time office-based role - will need to drive.

Scope of Role

This is an exciting opportunity for an individual looking to start their career as a Trainee Mortgage Advisor. The position is permanent and office-based with a competitive basic salary (non-commission based) and an immediate start.

Key Responsibilities:

Relationship Building with Lenders & Customers:

* Develop strong relationships with lenders to understand their processes, timelines, and to effectively challenge decisions when required.

* Build rapport with customers, providing them with guidance and support through the mortgage application process.

Mortgage Application & Underwriting Support:

* Assist with tasks related to the underwriting process, including chasing valuations, liaising with lenders, and ensuring that all documentation is checked thoroughly.

* Input and process mortgage applications with attention to detail and accuracy.

Daily Task & Email Management:

* Effectively manage daily tasks, emails, and followups related to mortgage applications.

* Ensure all tasks are completed in a timely manner, and any outstanding issues are resolved promptly.

Meeting KPIs:

* Meet individual KPIs set by the company, ensuring that productivity and customer service standards are consistently achieved.

Data Accuracy & Record-Keeping:

* Ensure high levels of accuracy in all data entry, keeping detailed records of all customer interactions, applications, and correspondence.

Proactive Efforts:

* Go the extra mile to assist customers and ensure their needs are met throughout the mortgage process.

Qualifications & Experience Required:

Qualifications:

* CeMAP (Certificate in Mortgage Advice and Practice) or an equivalent CII Level 3 Certificate in Mortgage Advice is required.

Experience:

* At least 12 months of recent mortgage processing experience, preferably from within a brokerage environment.

Skills:

* Excellent interpersonal and communication skills to engage effectively with customers and lenders.

* Strong analytical skills with the ability to assess mortgage applications, documentation, and customer needs.

* Attention to detail to ensure the accuracy and completeness of mortgage applications and supporting documents.

* Organised and structured approach to work, with the ability to manage multiple tasks and prioritize effectively.

Personal Attributes:

* CustomerCentric: Strong focus on delivering excellent customer service and assisting clients through the mortgage application process.

* SelfMotivated: Driven to meet KPIs and go above and beyond to ensure success.

* Team Player: Able to work collaboratively with colleagues, lenders, and customers to achieve shared goals.

* Proactive & Adaptable: Ready to take on new challenges and contribute to the team's success.

Additional Information:

* Salary: Competitive basic salary (noncommission based).

* Job Type: Permanent position with an immediate start.

This role is perfect for someone who is passionate about the mortgage industry and looking to start their career as a Trainee Mortgage Advisor with the opportunity to progress into a fully qualified advisor role. The successful candidate will receive guidance and training to further develop their skills and knowledge while working in a structured, supportive environment
Apply Now