Trainee Second Charge Mortgage Advisor
Hybrid
Core
Guide customers through the second charge mortgage application process and liaise with qualified advisors to provide expert advice.
Role type
Trainee Second Charge Mortgage Advisor
Builds
Secured loan applications for customers
Domain
Financial services / Mortgage lending
Deliverable
client delivery
Required skills
Sales, customer relationship management, financial market knowledge, regulatory compliance, organization, analytical problem-solving
Preferred skills
Performance-driven mindset, ability to work in fast-paced environments, flexibility
Responsibilities
Assess customer eligibility for secured loans, conduct fact finds, meet sales targets and KPIs, collaborate with advisors and case managers, suggest process improvements
Seniority
Entry-level / Trainee