Bridging Loan Adviser
Overview
Are you an organised, customer-focused mortgage professional who enjoys owning cases end-to-end, supporting brokers and clients, and turning enquiries into completed deals?
Do you thrive in a fast-paced lending environment where CRM accuracy, compliance, sourcing, and relationship management all matter just as much as great service?
If you’re CeMAP qualified, detail-driven, confident on the phone, and managing regulated and unregulated enquiries, this could be the perfect next step in your career. Apply today and grow with us at
Key Accountabilities
New Enquiries:
* Ensure all details are fully completed on CRM immediately once new enquiry received
* Carry out fact find with direct customers where the loan is for a regulated bridging contract, and we will be providing the advice.
* Complete sourcing for all new enquiries
* Initial enquiries follow up with call to broker/client
* Check over terms completed by admin and send out with necessary compliance documentation to client/broker, Where the loan is regulated, a recommendation calls to be carried out
System:
* Keeping notes up to date on all cases
* Ensure that folders are kept tidy, both paper and on the system
Introducer due diligence:
* Advising compliance of any new brokers so they can request documents
Documentation:
* Review AIP’s and Offers received – checking all financial details and requirements
* Reviewing documents received and application packs
* Reviewing valuations when received and submit to lender.
Updates:
* Check case and completion updates for correct content and send to client/broker
* Manage updates from all parties and inform those who require them
Skills & Competencies
* Clear, Eloquent and Upbeat telephone manner
* Understanding the source of an introduction and when certain types of business (i.e. direct regulated clients) should be passed to appropriate members of staff
* Understanding which regulation applies to which type of application and ensuring the advising broker has the necessary permissions to introduce business of this type
* Lender and product knowledge
* General office skill set
* Ability to manage own diary, manage deadlines and meet targets set
* Full UK driving licence
Knowledge & Qualifications
* GCSE Maths and English essential
* CeMAP required for handling regulated mortgage contracts
Personal Attributes
Honesty
Self-motivation
Enthusiastic
Willing to embrace change
Ability to think outside the box
Detail orientated
Team orientated.
Effective communicator
Disciplined, punctual & focused
Works well under pressure
Upbeat with a positive attitude
Why Join Us?
At West One Loans, we’re growing fast and looking for ambitious people who want to be part of our exciting journey. We’ll give you the tools, training, and support you need to succeed, while offering clear opportunities to progress your career.
Alongside this, we offer a strong benefits package, including private medical healthcare, 25 days’ annual leave, paid volunteering days, and a host of additional benefits.
If you’re ready to build your career with a Specialist Lender and make an impact - click apply today