The primary purpose of this role is a product expert, the job holder will establish and maintain Broker relationships ensuring the introduction of quality new mortgage applications in line with business targets and manage and progress a portfolio of loan applications through to completion.
Key Result Areas or Accountabilities
- Generate quality mortgage loan applications through our network of brokers in line with business targets.
- Work closely with the Business Development Managers, following up on appointments and new business leads.
- Take inbound calls on new loan scenarios, assisting the broker with loan structuring and product selection.
- Develop and maintain close and regular contact with brokers and clients ensuring communication of requirements to and from all parties are both clear and unambiguous.
- Discuss and follow up on all issued DIPs with the broker/client to ensure full understanding of requirements and product terms
- Update the company database and systems, maximising the systems capability and using it both as a task prompt and as an audit trail.
- Assist the broker with any questions the borrower may have with the terms/pricing/structure of the loan.
- Follow up and track initial loan enquiries.
- Achieve the monthly individual and company completion targets.
- Ensure the broker and client receive a ‘best in class’ service every time
- Work closely with underwriting to ensure HTB originates and maintains a quality loan portfolio.
- Discuss and process loans with borrowers direct if required
- Provide excellent customer service
To find out more about this role, please download the full job description here.
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