Specialist Mortgage Underwriter

The Coast Partnership Ltd; Tamworth; On-site; GBP 30,000 - 50,000; Full time

Job summary

A financial services company in Tamworth is seeking a Mortgage/Bridging Underwriter to manage qualified leads and develop relationships with Brokers and customers. The role involves sourcing appropriate products and maintaining a strong knowledge of the mortgage sector. Ideal candidates will have excellent interpersonal skills and a target-driven mindset. Competitive conditions apply.

Qualifications

• Strong communication and rapport-building skills.
• Ability to work under targets and deadlines.
• Expert product & criteria knowledge in the mortgage sector.

Responsibilities

• Pick up qualified leads from the Sales team and identify customer needs.
• Complete appointments with customers and Brokers.
• Liaise with the processing team when handing over applications.

Job description

The role of the Mortgage / Bridging Underwriter is to pick up qualified leads from the Sales team, identify the customer ‘need and requirements’, source the appropriate product from the panel of lenders and explain the product with its particular features to the Broker.

Day to day workload will involve completing booked appointments with customers and Brokers, speaking to, and rapport building with all stakeholders, using sourcing tools and own knowledge to source products from extensive lender panel and production of accurate (Right First Time) illustrations. Underwriters will take ownership of their individual pipelines, in line with our customer contact strategy to maximise conversion from illustration to application.

You will liaise with the processing team when handing over applications and help with any re-sourcing or subsequent queries as and when required.

Key Responsibilities

• Establish and maintain professional and positive relationships with Introducers to demonstrate the strengths its proposition.
• Maximise interactions to their full potential and build mutually beneficial relationships to increase the quality and volume of new business levels.
• Work to targets on the number of leads picked up and applications processed, whilst focused on positive outcomes.

Maintain expert product & criteria knowledge in key sector, whilst maintaining foundation know...