Pauline Greig

London and Country Mortgages

Remote mortgage adviser. Outbound and inbound calling clients to discuss their mortgage requirements for residential, BTL and LTD Co BTL mortgages. Detailed fact find to capture customer circumstances and then researching and sourcing the best available mortgage product to suit their needs. Making referrals for additional products such as home insurance, home surveys and mortgage protection insurance.

Providing tailored mortgage and protection advice to meet client needs. This includes assessing current circumstances and taking into account potential future changes to fine the idea mortgage for a client as well as the correct personal insurance to cover their mortgage, home and income in the event they are not able to support the payments themselves due to ill health, injury.

Being self employed I also generate my own leads through either lead purchasing sites, social media, word of mouth and networking groups.

Independent mortgage broker in a targeted commission based role. Sourcing the whole market to find clients the best mortgage deal to suit their needs and circumstances.

Obtaining a budget during the fact find stage and incorporating mortgage and protection needs.

Sales of insurance products such as life insurance, critical illness insurance and buildings and contents insurance.

Branch based role in sourcing, submitting and processing mortgage applications in a targeted environment.

Attending team meetings with colleagues to discuss the days

appointments and identify any opportunity for potential mortgage needs.

Branch based adviser in a heavily targeted role in sale of banking products such as, personal loans, credit cards, home insurance and referrals to partners for mortgages and personal investment and insurance needs.

Calling clients from a lead bank and arranging meetings to discus full financial circumstances, identifying any needs and using product knowledge and fact find to recommend suitable products within banking range.

Telephony adviser in Direct Marketing dealing with payment protection insurance sales on credit cards, fraud protection and hand-off's to other departments where other needs identified.