Bridging Loan Adviser

Are you an organised customer-focused mortgage professional who enjoys owning cases end-to-end supporting brokers and clients and turning enquiries into completed deals

Do you thrive in a fast-paced lending environment where CRM accuracy compliance sourcing and relationship management all matter just as much as great service

If youre CeMAP qualified detail-driven confident on the phone and managing regulated and unregulated enquiries this could be the perfect next step in your career. Apply today and grow with us at

Key Accountabilities

New Enquiries

• Ensure all details are fully completed on CRM immediately once new enquiry received

• Carry out fact find with direct customers where the loan is for a regulated bridging contract and we will be providing the advice.

• Complete sourcing for all new enquiries

• Initial enquiries follow up with call to broker/client

• Check over terms completed by admin and send out with necessary compliance documentation to client/broker Where the loan is regulated a recommendation calls to be carried out

System

• Keeping notes up to date on all cases

• Ensure that folders are kept tidy both paper and on the system

Introducer due diligence

• Advising compliance of any new brokers so they can request documents

Documentation

• Review AIPs and Offers received checking all financial details and requirements

• Reviewing documents received and application packs

• Reviewing valuations when received and submit to lender.

Updates

• Check case and completion updates for correct content and send to client/broker

Manage updates from all parties and inform those who require them

Skills & Competencies

• Clear Eloquent and Upbeat telephone manner

• Understanding the source of an introduction and when certain types of business (i.e. direct regulated clients) should be passed to appropriate members of staff

• Understanding which regulation applies to which type of application and ensuring the advising broker has the necessary permissions to introduce business of this type

• Lender and product knowledge

• General office skill set

• Ability to manage own diary manage deadlines and meet targets set

• Full UK driving licence

Knowledge & Qualifications

• GCSE Maths and English essential

• CeMAP required for handling regulated mortgage contracts

Personal Attributes

• Honesty

• Self-motivation

• Enthusiastic

• Willing to embrace change

• Ability to think outside the box

• Detail orientated

• Team orientated.

• Effective communicator

• Disciplined punctual & focused

• Works well under pressure

• Upbeat with a positive attitude

Why Join Us

At West One Loans were growing fast and looking for ambitious people who want to be part of our exciting journey. Well give you the tools training and support you need to succeed while offering clear opportunities to progress your career.

Alongside this we offer a strong benefits package including private medical healthcare 25 days annual leave paid volunteering days and a host of additional benefits.

If youre ready to build your career with a Specialist Lender and make an impact - click apply today!