mortgage advisor
Responsibility
- meet with clients to discuss their financial situation and determine their mortgage needs
- provide expert advice on mortgage products and services, including interest rates, terms, and repayment options
- guide clients through the entire mortgage application process, including completing application forms and gathering required documentation
Show more +5 - work with lenders to obtain the best mortgage rates and terms for clients
- ensure all regulatory requirements and procedures are followed throughout the mortgage process
- build and maintain strong relationships with clients and referral partners
- keep up to date with mortgage market trends and changes in lending policies and regulations
- participate in networking and business development activities to generate new leads and referrals
Requirements
- A minimum of 2-3 years of experience as a Mortgage Advisor or a related field
- A deep understanding of mortgage products and services, including interest rates, terms, and repayment options
- excellent communication and interpersonal skills
Show more +6 - strong analytical and problem-solving skills
- ability to work independently and in a team environment
- familiarity with mortgage software and technology
- knowledge of regulatory requirements and procedures related to mortgage lending
- A bachelor's degree in finance, business, or a related field is preferred
- A valid mortgage broker's license or equivalent certification is required
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