Mortgage Consultant

Description

Mortgage consultant

Location: Edinburgh

Salary: 24,000 OTE 26,500

Hours: Monday–Friday

Overall role

Managing inbound and outbound calls, and online enquiries from new and existing clients, who require whole of market mortgage advice

Qualifying clients by gathering relevant information to be able to assess clients' ability to secure a mortgage and book clients in for an appointment with an adviser

Nurture clients who are the initial stages of their mortgage journey and manage through to an appointment with an adviser

Key Responsibilities

Handling all inbound mortgage and protection related enquiries

Qualifying mortgage and protection appointments

Generating mortgage appointments from outbound calls to existing clients

Liaising with key stakeholders in the business, including mortgage advisers, property staff and senior managers

Creation and updating of accurate MI to evidence performance and drive improvements.

Accurate data entry and updating of CRM system.

Requesting and analysing credit files from clients with credit issues

Identifying opportunities for referrals to other areas of the Firm e.g. legal, estate agency, investment needs

Skills and Experience

Essential

Confident communicator with experience of telephone sales

Well organised with an attention to detail

Driven, self–motivated with an ability and desire to work autonomously.

Sales orientated with an ability to spot opportunities.

Strong written communication

Numerate and comfortable with basic calculations

IT literate – good knowledge of Excel, Word, Outlook

Desirable

Basic understanding of mortgages and protection – not essential as full training will be given.

Experience of building relationships over the telephone

Desire to progress career within Financial Services

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Ad ID: 5417040322