Job Requirements
Skills
Job description for Mortgage Specialist at Mwr Group
What we're looking for
MWG is looking for new team members to join us! We've got an opening for a Mortgage Specialist who will work and assist our team of consultants. This is an ideal role for someone who are looking to start in the mortgage in the mortgage industry, or to grow out from their current mortgage role.
Responsibilities
- Effectively communicating to identify and understand clients financial needs
- Advising and providing clients with real estate financial requirements and possibilities
- Develop property financial plans to assist clients in achieving short and long term financial goals
- Keeping up to date with latest news that may affect clients property financial goals such as financial markets, economic conditions, property markets
- Assessing and analysing how certain changes may affect property financial plans and adapting to changes
- Providing high level of customer service to clients
- Able to manage expectations and provide reasonable solutions aligned with company procedures and policies
- Monitor and optimize clients property finances
Qualifications
- Diploma or higher in any field
- Relevant work experience, preferably within Wealth Management sector
- Attention to detail
- Excellent written and verbal communication skills
- Ability to deal with confidential data in an ethical and professional way
- Independent and able to perform tasks with minimal supervision
- Strong customer-oriented and consultancy focus
- Strong time management and organisational skills
- Good computer skills and proficient in Microsoft Office
- Strong problem-solving skills