Loan Account Manager

Hemel Hempstead
30000.00 - 35000.00 GBP Annual + Plus uncapped bonus
17 May 2019
14 Jun 2019
Contract Type
Full Time
My client is a Finance Broker based in HemelHempstead. They offer secured loans, commercial loans and bridging finance for its intruducers

Main Duties

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, both verbally and in writing. 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.

Maintain an excellent knowledge of the our lenders mortgage products, underwriting and affordability requirements

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

Friendly, approachable attitude

A natural problem-solver with strong analytical skills, outgoing, good on the phone, proactive, hardworking and not a clock watcher

High attention to detail

Pro-active attitude

A good level of IT skills

This position comes with a basic salary along with a commission

For more information please contact Charmaine

More searches like this