Trainee Mortgage Advisor

Due to our exciting and ambitious growth plans, we are seeking applicants with the right skills and attitude towards customer service excellence to join our team of experienced Mortgage Advisors.

Reporting to the Mortgage Advice Manager, you will be fully CeMap qualified, gained experience in mortgage processes and have worked in a customer facing role. You will provide quality mortgage advice and carry out a range of mortgage administration duties, delivering strong customer service to new and existing customers and ensuring good customer outcomes.

If you are self-motivated and have a drive to succeed in a fast paced sales focused environment, we’d love to hear from you.

About The Role

What you will do

While undergoing comprehensive training, you will be responsible for delivering sound advice and great service to new and existing customers who wish to arrange their mortgage with Progressive, applying your knowledge of our Lending Policies, procedures and product ranges to deliver robust recommendations and lending decisions, backed up with appropriate documentation.

Working as part of a team, you will be responsible for advising on new direct business into the Society, retention of existing borrowers and providing added support to branch management. You will conduct the mortgage interview process remotely using Teams or telephone and will utilise the digital booking system for customer appointments, ensuring that your diary is appropriately managed.

You will accurately assess individual customer needs and circumstances and provide appropriate advice, documentation and information in accordance with MCOB, money laundering and other regulatory and Society procedures.

Your role will require you to appraise applications by assessing applicant identity, completing credit checks, assessing the accuracy of applicant information, conducting affordability assessments, identifying and recording any risks and gathering the required documentation.

Communicating effectively is key to the role both with the applicants throughout their mortgage journey and with relevant parties including solicitors, valuers and internal departments, keeping appropriate records. By dealing efficiently with member queries and complaints, you will play your part in maintaining good will and upholding the Society’s reputation for customer service excellence.

Other key duties include carrying out non-regulated/execution only requests, inputting complete and accurate information into our mortgage application system and referring customers for home insurance quotes and life cover as well as undertaking various administrative duties.

This role involves remote working; however, the successful applicant will be required to attend the Society's Head Office, particularly during the training period. The successful applicant must be willing to work outside normal business hours, including occasional Saturday mornings and evenings, either remotely or from the Society's Abbey Centre branch, as required. These working arrangements may be subject to change in line with the needs of the business.

Progressive Building Society is committed to providing equal opportunities for all.

Required Criteria

• Full CeMap qualification.
• Experience of using Mortgage Processing tools such as Activate, Quick Quote, MSS and DSX
• Experience of building relationships and working with other teams involved in the lending process
• Current/recent experience in a customer service role (minimum 2 continuous years)

Skills Needed

About The Company

Careers at Progressive

We know that looking for a career means so much more than just finding a job. At Progressive, we want to help you find your happy place to work.

We firmly believe in encouraging our employees to achieve the right balance between their work and personal lives, delivering access to and promoting family-friendly policies.

This not only increases employee satisfaction but also enables Progressive to meet the needs of our Members and supports the Society in being positioned as one of the most successful financial institutions in Northern Ireland.

Company Culture

To work for Progressive is to be part of something special. We strive to nurture and develop our employees in the evolving and fast paced financial services industry. Outlined below are a list of the reasons why we feel Progressive is a great place to work:

We aim to provide an inclusive and respectful working environment, where everyone recognises the importance and impact of teamwork.

We celebrate staff diversity and work hard to ensure that our staff members feel valued as individuals and respected for their contribution to our success.

We offer opportunities for our staff to work at the heart of our communities and make real differences to our Members’ lives.

We do not subscribe to a long-hours culture, instead valuing family life and supporting our staff to balance work and family commitments.

Company Benefits

We offer our staff competitive employment conditions and a range of benefits designed to achieve high levels of staff engagement and job satisfaction.

We understand that by taking steps to positively enhance the well-being of our staff, we can help them to achieve their goals and boost their motivation to deliver the best possible outcomes for our members.

Health insurance, Vacation, Paid time off, Performance bonuses, Paid sick days, Retirement plan and/or pension, Employee development programs, Tuition reimbursement, Open office, Competitive salary, Life insurance, Long service recognition, Employee Assistance Scheme, Wellbeing Scheme, Work With Charities, Social Opportunities, Annual Rise

Salary

Not disclosed