Maxine Corry
Address 1
Address 2
T: 0044 123 456 7890
E: info@dayjob.com
PERSONAL SUMMARY
An experienced, ambitious and talented Mortgage Advisor who can identify a client’s financial needs and then advise them on the products that would best suit their requirements. Maxine can make the clients’ experience of finding and applying for a mortgage memorable and enjoyable. She does this by taking the headache and stress out of buying a new property.
Has the drive and hunger to source her own leads, deliver excellent customer service and steadily build her own client bank. Possesses excellent attention to detail that enables her to produce quality work with high levels of accuracy. An industry professional who holds all the relevant recognised qualifications and certifications required to operate in this field.
In her current role she works with introducers and colleagues to find and review existing mortgages and protection policies. As part of her duties, she recommends buy to let mortgages, commercial mortgages and bridging loan products to individuals and landlords alike. With colleagues she has a reputation for successfully assisting different clients that all have different financial needs.
During her career she has learnt how to make sure her customers can afford what they’re borrowing, not only now but also in the future. She has also gained experience of working with customers from all cultural backgrounds and walks of life.
On a personal level she has the communication skills needed to develop long term customer relationships both face to face and over the telephone. A superb communicator who can explain complex financial information clearly and simply. Also has the confident telephone manner required to contact customers by telephone to discuss their financial circumstances and find solutions to meet their property purchasing requirements.
Right now, would like to join a company where she will be able to grow and develop her career in an environment that rewards success.
CAREER HISTORY
MORTGAGE ADVISOR – Start Date – Present
Employers name – Location
Responsible for providing an exceptional level of customer service to both existing and new mortgage customers throughout the whole buying and relationship life cycle.
Duties;
- Using in-depth knowledge of the financial market to find mortgage products suitable for the needs of property buying clients.
- Liaising with clients and lenders for a variety of market situations.
- Establishing strong relationships with clients through regular contact with them.
- Meeting with clients to review their financial situation and homeownership goals.
- Completing all supporting and required documentation in an accurate and compliant manner.
- Complying with all applicable laws and regulations during the mortgage process.
- Advising client on the relevant documents they need for a mortgage application such as their proof of their income, address, identity, and credit history.
- Selling other bolt on financial products like buildings or life insurance.
- Guiding customers through the home buying and mortgage application process.
- Marketing and selling the firm’s mortgage propositions to prospective clients of the firm.
- Reviewing a client’s credit rating by talking to them about their income and employment history.
- Having meetings with clients to assess their individual circumstances and financial needs.
- Collecting and verifying financial documentation and information.
- Processing and managing secured lending applications.
- Making sure that the clients can afford the mortgage suggested for them.
- Attending departmental meetings and making contributions to any discussions taking place.
- Discussing a client’s initial mortgage requirements via telephone, email and in branch.
- Creating bespoke customized mortgage solutions for clients with unique financial profiles.
- Supporting Senior Mortgage Advisors during the course of their duties.
- Carrying out a variety of administrative tasks related to managing your client accounts.
- Ensuring that mortgage accounts are administered accurately, in a timely manner and are compliant.
- Advising clients on the pros and cons of each mortgage product.
- Communicating and dealing with mortgage lenders, estate agents, and valuers on a daily basis.
- Keeping clients updated throughout the mortgage review process and updating them about the status of their application.
JOB TITLE – Start Date – End Date
Employers name – Location
KEY SKILLS AND COMPETENCIES
Professional
- Keeping up to date with products and criteria in the ever changing mortgage market.
- Track record of making confident, effective and correct decisions within scope of job role.
- Have access to a car for work purposes and prepared to travel as required.
- Able to maintain the security of sensitive client information.
- Can work independently and as part of a collaborative team.
- Good knowledge of Microsoft products, mainly Outlook, Excel and Word.
Personal
- Great at building relationships with customers from all backgrounds.
- Have the drive and motivation to meet tough targets and overcome obstacles.
- Excellent customer service manner and always respectful when communicating with the client.
AREAS OF EXPERTISE
Mortgage offers
Interest rates
Customer service
Financial services
Credit checks
Mortgage products
Regulations
ACADEMIC QUALIFICATIONS
University name – Degree details Study Dates
College name – Qualifications Study Dates
School name – Subjects / Grades Study Dates
REFERENCES
Available on request.
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