Mortgage Telephone Consultant

Date Posted: 12/11/2024

Location: Aberdeen or Edinburgh

Job Description

Position Type: Full Time / Permanent

We have an exciting opportunity for a Mortgage Telephone Consultant to join our Mortgage and Protection team in Aberdeen or Edinburgh. The successful candidate will be responsible for generating and qualifying mortgage and protection appointments for advisers.

ROLE OF DEPARTMENT

Managing inbound and outbound calls, and online enquiries from new and existing clients of Aberdein Considine, who require whole of market mortgage advice
Qualifying clients by gathering relevant information to be able to assess clients’ ability to secure a mortgage and book clients in for an appointment with an adviser
Nurture clients who are the initial stages of their mortgage journey and manage through to an appointment with an adviser

KEY RESPONSIBILITIES

Handling all inbound mortgage and protection related enquiries
Qualifying mortgage and protection appointments
Generating mortgage appointments from outbound calls to existing clients
Liaising with key stakeholders in the business, including mortgage advisers, property staff and senior managers
Creation and updating of accurate MI to evidence performance and drive improvements
Accurate data entry and updating of CRM system
Requesting and analysing credit files from clients with credit issues
Identifying opportunities for referrals to other areas of the Firm e.g. legal, estate agency, investment needs

Requirements

SKILLS AND EXPERIENCE

Essential

Confident communicator with experience of telephone sales
Well organised with an attention to detail
Driven, self-motivated with an ability and desire to work autonomously
Sales orientated with an ability to spot opportunities
Strong written communication
Numerate and comfortable with basic calculations
IT literate – good knowledge of Excel, Word, Outlook

Desirable

Basic understanding of mortgages and protection – not essential as full training will be given
Experience of building relationships over the telephone
Desire to progress career within Financial Services