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Mortgage Case Officer - Inverness

Location: INVERNESS Salary: 18000 - 21000 GBP Per Annum, OTE
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: 1
Posted: 9 months ago Reference: 3079206
Mortgage Case Officer - Inverness - Paying up to £19,000 + bonus 

Working for a large firm of Mortgage Brokers dealing with House Purchases, Re-mortgaging and associated products, offering whole of market advice.

The duties include:-
• To provide best support to advisors making a recommendation around a fully protected mortgage.
• To arrange appointments and manage advisors diaries to maximise sales opportunities
• To include completion of DIP’s, full applications for mortgage and protection, submission of forms to lenders and suitability letters
• To chase applications effectively to offer/terms, updating client every 72 hours, minimum, to ensure exceptional customer service and generating client referrals
• To chase commissions
• Complete all client transactions in accordance with the company sales process, FSA and compliance requirements
• To undertake CPD including product knowledge, regulation, industry and market awareness. To attend meetings, training events as required
• Maintain strong working relationships with colleagues
• Develop and maintain strong relationships with clients
• To work within all legal and company requirements
• To follow Sales support Procedures

The ideal candidate will have:-
Experience preferably working within a Mortgage Broker’s or Financial Advisers office.
Have a working knowledge of all mortgage and protection products and a knowledge of broker operations.
Basic understanding of FSA regulations.
CeMap would be preferred however is not essential
Customer service/telephony experience is a must.
They must be able to show a can do attitude, be self-motivated and have great communication skills.
Time management skills are essential.

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