Mortgage Paraplanner

Placing Faces; United States; Remote; USD 40,000 - 47,000; Full time

Benefits offered by this job

Fully remote working

No weekend working

Job summary

Placing Faces is seeking an experienced Mortgage Paraplanner to support a fully remote mortgage operation. You will research lenders, assess criteria, and prepare suitability reports to ensure clients receive accurate mortgage solutions.

The role emphasizes technical support, documentation, and efficient case preparation in a remote setting, collaborating closely with the Director. The ideal candidate has prior paraplanner or adviser experience, deep knowledge of mortgage products and lender

Qualifications

• Previous experience as a Mortgage Adviser, Mortgage Paraplanner or in a similar technical mortgage role.
• Strong knowledge of mortgage products and lender criteria.
• Experience preparing suitability reports and mortgage documentation.
• Excellent organizational skills and attention to detail.
• Strong communication skills and the ability to work independently in a remote environment.

Responsibilities

• Research lenders, mortgage products and lending criteria to identify suitable options for clients.
• Compare mortgage products and assist with recommendations.
• Prepare suitability reports and supporting documentation.
• Support front-end mortgage case preparation.
• Manage meeting invitations, diary coordination and general administration.
• Provide proactive support to the Director and help improve daily processes.

Skills

Mortgage products knowledge

Lender criteria knowledge

Report preparation

Remote work independence

Attention to detail

Communication skills

Job description

Salary
£30,000-£35,000 basic (depending on experience)

Location
Fully Remote

Company
This is an opportunity to join a mortgage business offering a flexible, fully remote working environment for an experienced mortgage professional. Working closely with the Director, you will play an important role in supporting the technical and operational side of the business. The position would suit someone with a strong understanding of the mortgage market who enjoys researching products, working with lender criteria and ensuring clients receive the right mortgage solutions.

Mortgage Paraplanner Responsibilities;

• Research lenders, mortgage products and lending criteria to identify suitable options for clients.


• Compare mortgage products and assist with recommendations.


• Prepare suitability reports and supporting documentation.


• Support front-end mortgage case preparation.


• Manage meeting invitations, diary coordination and general administration.


• Provide proactive support to the Director and help improve daily processes.

Experience needed to become a Mortgage Paraplanner;

• Previous experience as a Mortgage Adviser, Mortgage Paraplanner or in a similar technical mortgage role.


• Strong knowledge of mortgage products and lender criteria.


• Experience preparing suitability reports and mortgage documentation.


• Excellent organisational skills and attention to detail.


• Strong communication skills and the ability to work independently in a remote environment.

Benefits of being a Mortgage Paraplanner;

• Competitive salary of £30,000-£35,000, depending on experience.


• Fully remote working.


• No weekend working.