Mortgage Adviser

Our commercial banking group lends to manufacturers, health systems and real estate developers. We serve more than two million consumer, small business and commercial clients.

The role

The Mortgage Adviser originates residential mortgage loans for purchase and refinance customers, from application to closing. This is an in-person role at our Edinburgh location.

What you'll be doing

• Explain rates, points, closing costs and loan terms clearly
• Track pipeline and lead follow-up in a CRM such as Salesforce or Total Expert
• Build referral relationships with real estate agents, builders and financial planners
• Lock rates per company policy
• Follow TRID, RESPA, ECOA and fair lending requirements

What you need

• 3+ years of mortgage lending experience
• Experience with Encompass or another loan origination system
• Self-motivated, with a plan to generate your own leads
• Must pass background and credit checks
• Clear communicator with first-time buyers
• Available for evening and weekend calls during busy periods

Preferred

• Construction or renovation loan experience
• Bachelor's degree in finance or business

Salary: £35,000 to £46,000 pa

Why work with us

• Private medical insurance
• Pension scheme with 5% employer contribution
• 25 days holiday plus bank holidays
• Season ticket loan
• Death in service benefit
• Birthday off
• Free on-site parking

Unfortunately we cannot offer visa sponsorship for this role.

Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Sumacline.