Senior Mortgage Advisor

Job Description

Roles & 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

• 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