Job Description

Job Summary

We are seeking a knowledgeable and motivated Trainee Mortgage Advisor to join our dynamic team. The ideal candidate will play a crucial role in guiding clients through the mortgage process, providing expert advice on loan options, and ensuring a smooth transaction from application to closing. This position requires a strong understanding of financial services and excellent customer service skills to build lasting relationships with clients.

Duties

Assist clients in understanding their mortgage options and help them select the best loan products to meet their needs. Manage the loan origination process, including gathering necessary documentation and completing applications. Review and analyze financial information to determine client eligibility for loans. Prepare and review contracts, ensuring all terms are clear and understood by clients. Collaborate with loan processors and underwriters to facilitate timely loan approvals. Maintain accurate records of client interactions and transactions using financial software. Provide ongoing support to clients throughout the life of their mortgage, addressing any questions or concerns that may arise.

Skills

Familiarity with Mortgage regulations and contract management. Must be CeMAP qualified or equivalent. Proficient in basic math skills, including 10 key typing for efficient data entry. Experience using financial software for tracking applications and managing client information. Excellent communication skills, both verbal and written, with a focus on customer service. Ability to work independently as well as collaboratively within a team environment.
Join us as a Mortgage Advisor where your expertise will help clients achieve their homeownership dreams while advancing your career in the financial services industry!

Job Type: Full-time

Pay: 24,420.00-60,000.00 per year

Work Location: In person