Mortgage Consultant
- Recruiter
- Anonymous
- Location
- Kent
- Salary
- D.O.E
- Posted
- 09 Nov 2016
- Closes
- 06 Dec 2016
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
Purpose
Reporting to the Sales director - Mortgage Consultants are accountable for the sales process from receipt of initial enquiry through to receipt of application including successful DIP, ensuring that clients are given reliable, professional advice, thus allowing them to select the most appropriate mortgage product for their requirements. This requires familiarity with the core lending criteria of the principal lenders (with whom our client transacts business). Additionally, Mortgage Consultants are required to make a defined contribution to the achievement of the annual sales target (as set out by the Management team) and to make 'added value' contributions in order to further core business objectives.
Key Responsibilities
-To proactively handle all enquiries received in adhering to the SLAs as documented in our client's sales process.
-To meet the required enquiry to new business conversion rates.
-To proactively manage a database of existing clients to maximize the business opportunity.
-To provide advice and recommendation to all enquirers and clients and to adhere to the sales process at all times
People related tasks
-To receive mortgage enquiries by e-mail/telephone from new/existing sources, converting those enquiries in to completed mortgage business. This includes the effective management of the 'processing' of cases from enquiry through to receipt of Application and successful DIP.
-To manage and develop effective, lasting relationships with external clients/lenders, pursuing the core objective of increasing revenues for our client.
Process Related tasks
-Receive and process enquiries by telephone/e-mail and communicate appropriate recommendations to client with all data to be recorded on our clients' centralised database in line with published SLAs
-Establish an effective proactive system for the follow up of all proposals made to improve the overall rate of conversion of enquiries to business
-Develop and maintain key client for own portfolio needs, to include a regular contact programme for all clients in line with the published sales process
-Provide clear written/verbal instructions to the Case Management Team, with respect to the processing of cases after Application, assuring the quality of work to be processed
-Maintain sound working relationships with key lenders in the market, ensuring that requests for funding are communicated to them clearly and without ambiguity
-Utilise all IT and sales support materials effectively to ensure timely and accurate advice
-Ensure that lenders' core criteria/information requirements are satisfied prior to submission of Application to Case Manager
-Communicate our clients Terms of Business clearly to the client
Requirements
Preferred:
-Appropriate professional qualification, ideally with a financial/business management orientation
-IT literacy to ensure own 'system' effectiveness/accuracy, backed up with capability to generate own written material/correspondence
-Range of business contacts in the financial sector
-Adaptability to ensure an ability to work with a wide range of clients and providers, as well as changing work demands
Essential:
-Experience in the Commercial Lending environment, either with a national lending institution or other Broking business
-Proven ability to develop sound internal and external relationships (well-developed people 'management' and influencing skills)
-Sound communication skills (written and oral)
-Experience of working as part of a team motivated by a series of stretching business objectives with a sales/income orientation.
-Innovation and creativity
CIM Recruitment Ltd, is an equal opportunities employer
Reporting to the Sales director - Mortgage Consultants are accountable for the sales process from receipt of initial enquiry through to receipt of application including successful DIP, ensuring that clients are given reliable, professional advice, thus allowing them to select the most appropriate mortgage product for their requirements. This requires familiarity with the core lending criteria of the principal lenders (with whom our client transacts business). Additionally, Mortgage Consultants are required to make a defined contribution to the achievement of the annual sales target (as set out by the Management team) and to make 'added value' contributions in order to further core business objectives.
Key Responsibilities
-To proactively handle all enquiries received in adhering to the SLAs as documented in our client's sales process.
-To meet the required enquiry to new business conversion rates.
-To proactively manage a database of existing clients to maximize the business opportunity.
-To provide advice and recommendation to all enquirers and clients and to adhere to the sales process at all times
People related tasks
-To receive mortgage enquiries by e-mail/telephone from new/existing sources, converting those enquiries in to completed mortgage business. This includes the effective management of the 'processing' of cases from enquiry through to receipt of Application and successful DIP.
-To manage and develop effective, lasting relationships with external clients/lenders, pursuing the core objective of increasing revenues for our client.
Process Related tasks
-Receive and process enquiries by telephone/e-mail and communicate appropriate recommendations to client with all data to be recorded on our clients' centralised database in line with published SLAs
-Establish an effective proactive system for the follow up of all proposals made to improve the overall rate of conversion of enquiries to business
-Develop and maintain key client for own portfolio needs, to include a regular contact programme for all clients in line with the published sales process
-Provide clear written/verbal instructions to the Case Management Team, with respect to the processing of cases after Application, assuring the quality of work to be processed
-Maintain sound working relationships with key lenders in the market, ensuring that requests for funding are communicated to them clearly and without ambiguity
-Utilise all IT and sales support materials effectively to ensure timely and accurate advice
-Ensure that lenders' core criteria/information requirements are satisfied prior to submission of Application to Case Manager
-Communicate our clients Terms of Business clearly to the client
Requirements
Preferred:
-Appropriate professional qualification, ideally with a financial/business management orientation
-IT literacy to ensure own 'system' effectiveness/accuracy, backed up with capability to generate own written material/correspondence
-Range of business contacts in the financial sector
-Adaptability to ensure an ability to work with a wide range of clients and providers, as well as changing work demands
Essential:
-Experience in the Commercial Lending environment, either with a national lending institution or other Broking business
-Proven ability to develop sound internal and external relationships (well-developed people 'management' and influencing skills)
-Sound communication skills (written and oral)
-Experience of working as part of a team motivated by a series of stretching business objectives with a sales/income orientation.
-Innovation and creativity
CIM Recruitment Ltd, is an equal opportunities employer