Trainee financial advisor Work, Jobs in Micheldever, Ham (with Salaries)

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Mortgage Case Executive

Your Mortgage People
Fareham

Quick apply

Job details

Permanent | Full-time
£26,000 - £30,000 a year
14 days ago

Qualifications

Customer service
CeMap
Mentoring
Financial services
Communication skills

Full job description

Mortgage Case Executive – Trainee

Location: Segensworth

Full Time – Office Based

Salary: £26,000 To £30,000

Job Role:

We are looking for a candidate who enjoys solving problems, isn’t afraid of complex scenarios, and likes digging into detail.

Are you someone who wants to build a career in the mortgage industry where you can have a positive influence on customer outcomes?

By immersing yourself into the world of problem solving for mortgages and secured loans you will undertake comprehensive training to develop the skills and understanding to be able to support the Complex Case Manager in ensuring cases pass from enquiry to completion smoothy, compliantly and to company standards.

In time, once you have developed the skills and the confidence, you will work independently with mortgage advisors and administration staff to handle all standard, non-standard and specialist lending scenarios.

Core Responsibilities:

Work alongside the Complex Case Manager to absorb their decades of experience, and to understand the wider context of problem solving secured lending applications and learn how to effectively progress cases to completion.
Undertake continuous training to improve your knowledge and understanding of all aspects the mortgage journey. Helping staff to navigate cases from enquiry, through onboarding, through fitting lender criteria, through resolution of underwriting queries, through overcoming legal complications, and to completion.
Support the Complex Case Manager in feeding back information and solutions to mortgage advisors, processors and completion officers, to help progress customers cases as smoothly as possible.

Development Plan:

A comprehensive training plan will be provided, including areas such as:

Reviewing clients circumstances and eligibility
Researching lenders and criteria
Training on property suitability
Training in Land Registry matters and understanding legal complications
Mentoring from experienced case manager and other stakeholders within the business
Exposure to increasingly complex cases over time
Working towards managing the progression of cases independently

You will be fully supported in this role as you pass through the training, and onto the career pathway. If you are invested in us, we will invest in you.

Skills Required:

Strong attention to detail
Organised and able to manage multiple tasks
Good communication skills (written and verbal)
Willingness to learn and take feedback
Problem-solving mindset
Ability to research and apply findings to real life scenarios

Desirable (not required)

CeMAP qualification (or equivalent)
Experience in mortgages, financial services, or administration
Understanding of mortgage processes
Customer service experience

Pay: £26,000.00-£30,000.00 per year

Application question(s):

Are you CeMAP qualified or hold equivalent qualification?
Do you have experience in Mortgages, Financial Services or Administration?
Do you have an understanding of mortgage processes?
Do you have customer service experience?

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

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trainee financial advisor jobs in micheldever, ham

Mortgage Case Executive

Retail Management Graduate Programme

Private Client Tax Director

Private Client Tax Director

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