Mortgage Consultant

Leeds Building Society; Newcastle upon Tyne; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

A leading UK financial institution is seeking a Mortgage Consultant to join their Direct Mortgage team. The role is based on-site initially but offers hybrid working after six months. You'll provide expert advice to customers regarding mortgages, helping them switch or manage their existing products. Excellent organisational and communication skills are vital. Benefits include a 12% annual bonus, matched pension contributions, and 26 days of annual leave. This is a fantastic opportunity for those seeking a career in mortgage advice.

Benefits

Hybrid working - 2 days per week in the office

Annual bonus of up to 12%

Matched pension contributions up to 10%

26 days holiday plus bank holidays

Colleague Mortgage and Saver products

2 days' volunteering per year

Qualifications

• Essential to have Full CeMAP or equivalent qualification.
• Previous experience in giving mortgage advice is required.
• Strong organisational skills and ability to manage multiple information sources.

Responsibilities

• Provide specialist mortgage advice to customers.
• Document information clearly and accurately.
• Build rapport with customers to recommend products based on needs.

Skills

Mortgage Advice

Organisational Skills

Communication Skills

Relationship Building

Education

Full CeMAP (or equivalent)

Job description

Overview

It\'s a purpose that drives everything we do. And you can play your part too - join our dedicated Direct Mortgage team as a Mortgage Consultant, to give our members the great service and advice we pride ourselves on via our telephony channel. The role will be based on site for the first 6 months at our Cobalt Office, just 10 minutes away from the vibrant city of Newcastle and then will have flexibility for home working 2-3 days per week. Our Direct Mortgage Department is open Monday to Friday 8am-6pm and Saturdays 9am-5pm and shifts will be between those times (typically 1 in 4 Saturdays).

Responsibilities

How you\'ll make a difference: As a Mortgage Consultant you will be the voice of Leeds Building Society, providing specialist advice and guidance on our products, whilst meeting all FCA/PRA regulatory requirements. You will provide expert advice to support existing customers looking to switch to a new mortgage product and/or manage their existing mortgage. The role is a telephone-based position in which you will be required to build rapport, trust, and relationships with your customers to enable you to provide an advised recommendation based on the customers\' needs and circumstances. You\'ll also need to document information in a clear and accurate manner. When you join as a Mortgage Consultant you will have the opportunity to later develop into the next roles on our career pathway which include a Multi Skilled Mortgage Consultant and a Senior Mortgage Consultant and receive the training and support you need along the way.

Qualifications

• Full CeMAP (or equivalent) - essential
• Previous experience of giving Mortgage Advice to customers looking to switch to a new mortgage product and/or manage their existing mortgage - essential
• Excellent organisational skills and the ability to effectively manage multiple sources of information
• A proven track record in achieving objectives and performance measures
• Excellent written and verbal communication skills

Benefits

• Hybrid working - 2 days per week in the office
• Annual bonus of up to 12%
• Matched pension contributions up to 10%
• 26 days holiday, plus bank holidays and holiday purchase scheme
• Colleague Mortgage and Saver products
• 2 days\' volunteering per year