Mortgage Consultant

Example job at Metro Bank

HomeWork for Metro Bank > Mortgage Consultant

Mortgage Consultant at Metro Bank - typical role description

As a Mortgage Consultant you will be responsible for driving the direct mortgage business in our store locations, to achieve and exceed individual income objectives through creating fans and providing unparalleled levels of customer service.

So what would you be doing?

  • Create new direct mortgage customers by proactively managing all referrals and provide a consistently amazing application experience, in line with all regulatory Compliance and Conduct
  • Provide expert knowledge and advice to internal and external customers by building relationships, matching individual requirements with the best products based on personal circumstances
  • Work in partnership with the Mortgage team to proactively manage our existing Customer portfolio, helping to create new fans
  • Operate within Metro Banks key controls, operational and service procedures, role modelling at all times

You need to be this kind of person…

  • Passionate about providing unparalleled levels of service and convenience for customers
  • Prepared to stick at something – we get nervous if someone has jumped from job to job
  • Able to work and learn quickly in a fast paced, fun and dynamic environment

We always support colleagues to develop their skills. But to be successful in this job you really do need to already be able to do most of these wonderful things…

  • Experience in mortgage advisory role within a financial services organisation
  • Expert knowledge in mortgage and other associated products and able to communicate well over the phone
  • CeMAP qualified
  • Experience in dealing with a wide range of people in a customer service, retail and/or broker environment.
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Does this role sound right for you?

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Good luck with your application

Before you go, we’d love to stay in touch to find out how you get on. Sign up to Rest Less today to get the latest jobs, learning, volunteering, financial planning and lifestyle resources sent straight to your inbox.

By providing your email you agree to receive emails and communications from us and acknowledge that your personal data will be used in accordance with our Privacy Policy and Terms and Conditions. You can unsubscribe at any time through the link in our emails.