Senior Mortgage Advisor

The Curve Group; Greater London; Hybrid; USD 66,916 - 120,449; Full time

Job summary

An established industry player is seeking a Senior Mortgage Specialist to enhance their mortgage services. This hybrid role offers the opportunity to work both in the office and from home, where you will develop and grow mortgage business relationships, implement effective policies, and manage a diverse portfolio. The ideal candidate will possess a CeMap qualification and a proven track record in mortgage services, with strong communication and presentation skills to engage with high-net-worth clients. Join this dynamic team and contribute to the success of a globally recognized bank, providing world-class financial services to a broad clientele.

Qualifications

• CeMap qualification and proven mortgage advice experience are essential.
• Strong communication and presentation skills are required.

Responsibilities

• Develop new mortgage business relationships for UK residents.
• Manage assigned mortgage portfolio and grow revenue figures.
• Implement policies for effective customer engagement.

Skills

CeMap Qualification

Mortgage Advice experience

Mortgage Services expertise

Teamwork

Presentation skills

Communication skills

Job description

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Executive Search, Talent Acquisition & Recruitment Outsourcing

Senior Mortgage Specialist

Our Client is a globally recognised, successful bank who provide world-class services to various institutions and individuals. Offering a comprehensive range of retail and corporate financial services/products, this thriving business boasts over 10 million active customers in over 700 business locations. Due to business requirements, we are now looking to acquire the services of an experienced Senior Mortgage Specialist.

Please note that this is a hybrid role with 3 days in the office and 2 days working from home.

Key Responsibilities:

1. To develop and grow new Mortgage business relationships for UK residents for Buy to Let Mortgages and UK Commercial business, delivering on planning and executing the broader UK Mortgage Strategy for Private Banking.
2. To develop and implement Policies and Procedures for effective customer engagement and implement a UK Mortgage footprint within the Bank’s Enterprise Wide Risk Framework.
3. To develop a book of clients/sales leads from personal network, Mortgage Introducers & Agents and client referrals.
4. To offer the Bank’s mortgage products to target market clients (HNWIs/HNIs); develop new High Net worth (HNW) client relationships and business, including cross selling of the Bank’s products.
5. To manage assigned mortgage portfolio whilst developing new mortgage relationships with the view of growing the mortgage book and revenue figures.
6. To work closely with the Head of Business to develop and implement a UK Residents Mortgage desk focused on UK residents and Commercial Business within the new business strategy of the Bank.
7. To work closely with the Business Head, to facilitate integrated business development and provide bank wide Mortgage solutions to the Bank’s HNWIs.
8. To manage and provide oversight on policies, procedures and regulatory requirements around the UK Residents BTL, and other Business strategies in the Department.
9. To assess viability of clients’ mortgage requests and prepare credit applications for Credit Committee’s approval.
10. To carry out accurate affordability assessment of clients for Mortgage & Lending Service.

Key Skills/Experience:

• CeMap Qualification
• Evidence of Mortgage Advice experience
• A proven track record in Mortgage Services
• Demonstrated ability to work effectively in a team-oriented environment
• Strong presentation skills and an ability to report to and manage senior stakeholder’s
• Excellent communication skills; proven experience in communicating to senior leadership

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Business Development, Administrative, and General Business

Industries

Banking, Financial Services, and Insurance