Mortgage Advisor

Job Responsibilities

  • Provide sound and suitable recommendations across a variety of products and services
  • Maintain knowledge of all institutions products, criteria and policies
  • Assess client’s overall financial situation, understand their needs and recommend the most suitable solution
  • Guide clients based on their requirements and understand in detail their profile and needs
  • Cultivate client base and build long term relationships
  • Fill in the client detail capture forms on all initial meetings / calls with clients to ensure proper records are captured and maintained
  • Network, generate leads and capitalize on opportunities to maximize revenue
  • Identify cross sell opportunities and understand how to pitch the right solution to maximize revenues and client satisfaction
  • Achieve the revenue target assigned by the management
  • Maintain your pipeline and provide updates on Thursdays and Tuesdays to your line manager
  • Submit completed files to the admin team for vetting and forwarding the recommended bank
  • Handle the client and the entire mortgage process end to end maintaining the highest service levels
  • Liaise with introducers, establish, maintain and expand on relationships with real estates, developers, introducers and any other referral agents
  • Comply with all industry rules and regulations
  • Undertake and complete regular, assigned trainings on compliance and regulations
  • Job Category: Mortgage
    Job Type: Full Time
    Job Location: On-Site

    Apply for this position

    Allowed Type(s): .pdf, .doc, .docx