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Mortgage Consultant Job Description

How to Hire a Mortgage Consultant

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

Mortgage Consultant Job Description

We are looking for a Mortgage Consultant to assist our customers in finding the best mortgage and other loans. In this role, your responsibilities are to help the client fill out loan applications, gather their financial documents, and work with different lending institutions to find the best rates. You may have to work with the estate agents as well, so excellent interpersonal skills are essential. We work with accredited lenders only, so familiarity with FCA loan compliance is important. You must have completed the Certificate in Mortgage Advice and Practise (CeMAP) course and have some experience with mortgage banking.

Mortgage Consultant Duties and Responsibilities

  • Assist clients with filling out applications and compile financial information
  • Track client information in using a CRM programme
  • Submit applications to several institutions
  • Talk with financial institutions to secure ideal rates

Mortgage Consultant Skills and Requirements

  • Strong communication skills
  • 20 hours of accredited financial coursework
  • Certificate in Mortgage Advice and Practise (CeMAP) course
  • Excellent attention to detail

How to write a Mortgage Consultant Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

How to write a Mortgage Consultant job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

Personalising Your Mortgage Consultant Job Description Advise

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company’s culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.


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