Second Charge Loan Advisor

What we need you to do:

  • Conduct initial security checks (DPA) on the customer where applicable.
  • Have a knowledge and understanding of responsibilities in relation to company policies and procedures i.e. Financial Crime and Whistleblowing.
  • Review a detailed fact find from customers of their financial situation and assess how we can assist them.
  • Seek permission to carry out a credit search and inform clients of DPA through system scripts.
  • Input and log all customer information onto the Lendles bespoke sourcing system.
  • Look to place them with a lender starting with the product that is closest to their needs.
  • Work to set KPI’s and targets in line with TCF in relation to productivity and effectiveness.
  • Be receptive to and willingly participate in company provided training.
  • Adhere to all compliance and Training and Competency needs within the business.
  • Conduct calls in a professional manner following TCF and company guidelines.
  • Take necessary action to ensure we offer the correct advice and manage paperwork, as required.
  • Provide excellent standards of customer service at all times.
  • Maintain competent working standards in line with requirements of compliance (DPA, FCA, AML and all other legislation).
  • Carry out any reasonable request from a member of the leadership team.

What you will need to know:

  • Previous experience within second charge loans in an advisory role is essential.
  • Proven track record in a target driven role and stable career history.
  • Tenacious and Self motivated individual who can work in a team.
  • Competent user of MS Outlook, Word and Excel.
  • Previous experience and knowledge of industry regulation and legislation (DPA, AML and FCA).
  • Successful completion of CeMap modules 1, 2 and 3.

What are the working hours?

  • Monday to Thursday: 9am-6pm.
  • Friday: 9am-4pm.

What can you earn?

  • Salary will be discussed at interview and is based on experience.
  • Discretionary bonus structure agreed monthly and based on achievement of targets.
  • Discretionary team bonus.

How do I apply?