Financial advisor Work, Jobs in Otterbourne, Ham (with Salaries)

Mortgage Case Executive
Your Mortgage People —Fareham
- £26,000 - £30,000 a year
- Full-time
- Customer service
- Organisational skills
- Financial services
Quick apply
Customer Advisor - Private Medical Insurance
Aviva —Eastleigh
- £26,900 - £33,885 a year
- Part-time
- Employee discount
5d
Sales Advisor
The White Company —Winchester
- Cash handling
- Employee discount
5d
Resourcing Advisor (Data & Governance)
Hampshire County Council —Winchester
- £33,178 - £36,369 a year
- Call to connect
- Hybrid work
- Continuous improvement
- Human resources
- Recruiting
- Annual leave
- Employee assistance programme
Trainee Sales Advisor
Bloor Homes —Southampton
- Weekend availability
- Sales
- COVID-19 protective measures
- Employee discount
1d
Mortgage Advisor
The Mortgage Experts —Fareham
- £60,000 - £100,000 a year
- Remote
Quick apply
Insurance Advisor
Howden Group Holdings —Fareham
- Full-time
- Hybrid work
- CRM software
- Customer service
- Communication skills
- Employee assistance programme
- Employee discount
6d
Property Investment Consultant
Brentor Group —Brockenhurst
- £20,000 - £100,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
Quick apply
6d
Audit Manager
TC-Group —Eastleigh
- Full-time
- Hybrid work
- Business development
- Travel
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Financial Accountant
cloudpay —Andover
- Full-time
- Analysis skills
- Continuous improvement
- Communication skills
- Employee assistance programme
- Bereavement leave
Membership Sales Advisor
Cams Hall Estate Golf and Country Club —Fareham
- £26,436.80 a year
- Weekend availability
- Customer service
- Free parking
- Employee assistance programme
Trainee Mortgage Advisor
Connells Group —Southampton
- Customer service
- Organisational skills
- Communication skills
- Employee discount
Quick apply
2d
Real Estate Paralegal
Womble Bond Dickinson (UK) LLP —Southampton
- Hybrid work
3d
Customer Service Advisor Portsmouth
HM Revenue and Customs —Portsmouth
- £28,016 a year
- Part-time
- Hybrid work
- Basic maths
- No experience needed
- English
- Annual leave
- Work from home
6d
Customer Experience Advisor | S1 | Retail Banking | Eastleigh
A01 Santander UK plc —Eastleigh
- From £25,000 a year
- Full-time
- Cash handling
- Banking
2d
Service Advisor
Marshall Motor Group —Southampton
- £31,348 a year
- Front desk
- Communication skills
- Annual leave
- Employee discount
Quick apply
Real Estate Paralegal
Womble Bond Dickinson —Southampton
- Full-time
- Business development
3d
Mortgage Advisor
Placing Faces —Fareham
- £33,000 a year
- Full-time
Sales Advisor
The Perfume Shop —Basingstoke
- £8.81 - £13.04 an hour
- Customer service
- Employee discount
8d
Customer Advisor
Jones —Winchester
- £13.00 - £13.50 an hour
- Part-time
- Customer service
- Employee discount
Quick apply

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Mortgage Case Executive

Your Mortgage People
Fareham

Quick apply

Job details

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

Qualifications

Underwriting or credit analysis experience
Underwriting
Customer service
CeMap
Organisational skills
Financial services
Communication skills

Full job description

Mortgage Case Executive

Location: Segensworth, PO155SH

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.

Requirements:

To be successful in this role, you'll ideally have:

Previous experience within the mortgage industry.
Secured loan experience (desirable).
Experience in secured lending packaging and/or underwriting (desirable).
Excellent attention to detail and the ability to work accurately in a fast-paced environment.
Strong organisational skills with the ability to manage multiple tasks and priorities.
Excellent written and verbal communication skills.
A natural problem-solving mindset with the ability to think logically and find solutions to complex scenarios.
The ability to research information and apply your findings to real-life lending cases.
A willingness to learn, take feedback, and adapt as the role develops.
A genuine interest in building a long-term career within the mortgage and secured lending industry.
Confidence working collaboratively within a team while also developing the ability to work independently.
CeMAP (or equivalent) is advantageous but not essential.
The ability and willingness to work full-time from our office. This is an office-based role and home or hybrid working is not available due to the hands-on nature of the training.

We're looking for someone who is motivated, inquisitive, enjoys solving problems, and is keen to develop specialist knowledge in complex mortgage and secured lending cases.

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

Refine Your Search

financial advisor jobs in otterbourne, ham

Mortgage Case Executive

Customer Advisor - Private Medical Insurance

Sales Advisor

Resourcing Advisor (Data & Governance)

Trainee Sales Advisor

Mortgage Advisor

Insurance Advisor

Property Investment Consultant

Audit Manager

Financial Accountant

Membership Sales Advisor

Trainee Mortgage Advisor

Real Estate Paralegal

Customer Service Advisor Portsmouth

Customer Experience Advisor | S1 | Retail Banking | Eastleigh

Service Advisor

Real Estate Paralegal

Mortgage Advisor

Sales Advisor

Customer Advisor

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