Independent Mortgage Advisor (Canarias)

Independent Mortgage Advisor (Canarias)

03 ago
|
Mortgage Direct
|
Canarias

03 ago

Mortgage Direct

Canarias

About Us :

Mortgage Direct is an online mortgage broker company known for its dedication to maximizing the possibilities for our clients to secure the best mortgage deals. With a deep commitment to understanding the unique financial needs of each client and 20 years of market knowledge, our team offers unwavering support throughout the entire mortgage application process, ensuring a seamless experience.

As we strive to expand our operations in the Canary Islands, we are looking for independent Mortgage Advisors with a robust financial background.

Job Responsibilities

- Assess clients' financial scenarios and intermediate for most suitable mortgage solutions.
- Cultivate relationships with a variety of Banks to secure a wide range of mortgage options for clients.
- Accompany clients throughout the mortgage application process, maximizing approval chances.
- Forge strategic partnerships with local real estate agencies focusing on non-residents and local bank branches.
- Maintain updated reports on sales and performance metrics.
- Stay ahead of industry trends, products, and practices to offer the most relevant advice and solutions.
- Professional Development: Engage in Mortgage Direct’s professional development activities, such as attending industry exhibitions, training sessions, and obtaining relevant certifications,



to enhance knowledge and skills in mortgage advising.

Expectations

- Demonstrated ability to work autonomously and maintain a results-oriented approach.
- Ability to establish and maintain relationships with diverse stakeholders, including clients and financial institutions.
- Commitment to staying updated on industry trends and developments.
- Unwavering commitment to customer service and understanding the unique financial needs of each client.
- Residency within the service area is preferable.

Qualifications:

- Bachelor's degree in Finance, Business Administration, or related field. Advanced qualifications in financial management will be highly valued.
- Experience in banking, wealth management, or family office roles.
- Proficiency in English and additional languages are beneficial.
- Outstanding negotiation skills.
- Proficiency in basic software applications, most importantly Google Suite, and CRM Applications (Pipedrive and Salesforce)

Mortgage Direct is committed to the growth and success of its advisors, and provides a comprehensive mentorship program to help newcomers get up to speed and create their own path for success. We believe in fostering an independent, results-driven culture that empowers each member of our team.

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📌 Independent Mortgage Advisor (Canarias)
🏢 Mortgage Direct
📍 Canarias

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