Mortgage Advisor at MATH Financial Group, you will be responsible for guiding clients through the mortgage application process, providing expert advice, and securing the best possible financial products for their needs.
Your key responsibilities include:
- Client Consultation: Assess clients’ financial situations and provide personalized mortgage advice.
- Product Knowledge: Stay informed about the latest mortgage products and financial services.
- Application Process: Assist clients in completing mortgage applications accurately and on time.
- Relationship Management: Build and maintain strong relationships with clients, banks, and financial institutions.
- Negotiation: Negotiate mortgage terms with banks to secure favorable rates and conditions for clients.
- Compliance: Ensure all transactions comply with regulatory requirements and company policies.
- Reporting: Maintain accurate records of client interactions and application outcomes