Mortgage Broker
Key Consultants
Milton Keynes, Buckinghamshire
1989 - 1991
- Assessed financial strength and credit-worthiness of clients, evaluating individual criteria to determine most appropriate product.
- Provided exceptional level of customer service at all stages of mortgage loan process.
- Secured affordable, cost-effective mortgage options tailored to client needs to drive satisfaction rates.
- Maintained up-to-date knowledge on mortgage market trends to develop robust business development strategies and accurate revenue forecasting.
- Adhered to all compliance guidelines for retail mortgage lending.
- Assessed clients' financial situations to evaluate readiness for mortgage application to help maintain high approval ratings.
- Forged exceptional relationships with lenders and estate agents, aiding smooth-running property purchase proceedings.
- Evaluated bespoke client needs to source products best suited to current financial circumstances.
- Maintained up-to-date understanding of market trends and developments to offer best possible customer advice.
- Explained payment terms and conditions for loans, offering one-on-one appointments for clients with complex loan needs to aid understanding.
- Provided additional advice and guidance on buildings cover and life insurance.
- Built outstanding relationships with clients through bespoke care and advice, going above and beyond to promote client loyalty and retention.