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Are you passionate about helping people achieve their dream of owning a home? Do you possess exceptional customer service skills? If so, we want to hear from you! Experienced or inexperienced Mortgage advisers, we are looking for integral team players to join a reputable financial services firm located in Weybridge, dedicated to providing tailored mortgage solutions to their clients. With a strong commitment to excellence and customer satisfaction, They strive to make the home-buying process seamless and stress-free. Working as part of a cohesive team, not only will you benefit from fantastic admin support, but you will also be part of the culture. Have your voice heard, make an impact on clients and the business, learning together whilst also enjoying time with the team or sharing some chocolates/knowledge. Responsibilities: Provide expert mortgage advice to clients based on their financial situation and needs. Guide clients through the mortgage application process, ensuring accuracy and compliance with regulations. Offer advice on protection based on their circumstances. Build and maintain strong relationships with clients, lenders, and other stakeholders. Stay updated on industry trends, regulations, and mortgage products. Collaborate with the team to achieve company goals and targets. Requirements: CeMAP qualified or equivalent. No experience necessary. Strong understanding of mortgage products, regulations, and financial principles. Excellent communication and interpersonal skills. Ability to work independently and as part of a team. Commitment to providing exceptional customer service. Benefits: Leads provided from an existing client bank. Admin support. Supportive team environment with ongoing training and development opportunities. Opportunities for career advancement and growth within the company. Flexible working arrangements. How to Apply: If you are ready to take the next step in your career and help individuals and families achieve their homeownership dreams, having a positive impact in people's lives, we'd love to hear from you! Please submit your CV.
MORTGAGE ASSESSOR / UNDERWRITER - EPSOM - C £40K Our client, a major name within financial services, are currently recruiting for an experienced Mortgage Assessor /Underwriter to join their growing team. You must have industry experience, with a minimum of two year's in an underwriting, broking or claims role. You must have strong analytical and Excel skills, and have buy to let experience. Progress with CII examinations would be beneficial, however your personal and professional development will be supported. Responsibilities: Assess loan applications to ensure completeness of documentation to company standards and, in relation to introduced cases, liaise with Intermediary's/BDM's to procure the submission of omitted items as necessary Undertake appraisal of applications received and submit recommendations as to underwriting checks to be undertaken to either the Assistant Manager, Loans Underwriting or Head of Loans Underwriting ("Outside Guideline" or "Within Guideline" cases within delegated authority limits) as appropriate Acknowledge application to applicant and intermediary, (via phone and follow up email). Case ownership from Application through to Offer Drive application to offer times by tracking of mortgage pipeline within Service Level Agreement Issue and check the adequacy and authenticity of reference enquiries together with the raising of queries as necessary Conduct of checks with professional institutions, as required to comply with laid down procedures Issue instructions to Panel Valuers Input and on-going maintenance of all applications received on recording systems (manual or computerised) operational within the Loans Underwriting area, in accordance with laid down procedures Produce Loan Offers in compliance with Lending Policy and laid down procedures, for submission to and approval by the Assistant Manager, Loans Underwriting or the Head of Loans Underwriting, as appropriate. Despatch Mortgage Offers and Solicitors Instructions, if applicable, following approval Respond to customer, intermediary or Solicitor enquiries by telephone, email, or letter, as appropriate Conduct checks of Certificates of Title to ensure compliance with all loan offer conditions prior to submission to the Assistant Manager, Loans Underwriting or Head of Loans Underwriting as appropriate, for approval Arrange the preparation and timely despatch of loan proceeds in accordance with laid down procedures to facilitate loan completion Conduct all related administrative tasks relating to the Loans Underwriting process as detailed within the policy and procedures manual Produce completion details relating to each case at completion for onward transmission to the Mortgage Accounts area Approve Loan Offers presented by Mortgage Assessors within delegated authority limitations and submit recommendations for loan approval to authorised personnel with delegated powers beyond those applicable to the Assistant Manager, Loans Underwriting or the Head of Loans Underwriting, as appropriate Authorise the release of funds presented by Completions Officer within delegated authority limitations Review and recommend to the Assistant Manager or Head of Loans Underwriting improvements to underwriting processes and procedures to improve efficiency and effectiveness without compromising control or prudential lending criteria Undertake establishment, maintenance and documentation of the Departmental Procedure Manual and any other relevant manuals as required Maintain business relationships with third parties as required Attend Internal or External meetings as required In addition to great career opportunities and a positive work culture, our client are offering a good salary in line with experience, some excellent benefits are on offer for the right candidate.
Job Description Gascoigne-Pees Estate Agency are looking for a Mortgage and Protection Advisor to join them in Farnham. OTE £60k We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment. What can we offer you as our Mortgage and Protection Advisor.. Competitive Salary OTE £60K Superb training and development programme Uncapped commission Leads generated from our colleagues in Estate Agency Quality and Loyalty Bonus Group Discounts on Property Services. Transparent and fair progression structure Highly skilled and experienced management team Central Admin Support and agile IT tools to help you succeed Supportive encouraging and rewarding environment We invest in you! All expense paid trips for top achievers Main responsibilities: Building relationships with the Estate Agency teams in order to provide training and support. Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment. Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs. Taking part in regular branch meetings to discuss best practice and build lasting relationships. Skills and experience required: Full CeMAP or industry equivalent qualification. Able to generate new business in a target driven environment Outstanding customer care / customer service experience Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) A Full UK driving license and access to your own vehicle Countrywide Mortgage Services are part of the Connells Group , one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes , mortgage services , surveying , conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. MS01505