Bridging Loan Account Manager

Hemel Hempstead, UK

Job Type

Financial Services

About the Role

We are pleased to be working with a Finance broker, based in Hemel Hempstead, who pride themselves on their commitment to customers.

They offer secured loans and bridging finance for introducers. Focusing on their working relationship with lenders, enabling the ability to place deals which sit outside many of their standard terms.

• Using questioning skills to establish customer needs, to be able to recommend lenders mortgage products and service to customers
• Ensure that all advice is given on the basis of a full and detailed fact find
• Present appropriate recommendations in a clear, concise and accurate manner, both verbally and in writing.
• Project a professional image to your customers and colleagues. Build strong customer relationships and provide an excellent customer experience
• Maintain an excellent knowledge of the our lenders mortgage products, underwriting and affordability requirements
• Actively participate in one-to-one review meetings, coaching and training as required by your line manager
• Deal with and update brokers on a regular basis


Skills and Experience:

· Educated to degree level or CeMAP level 3 (if not already, must be gained within 3 months)

· Outstanding customer service and communication skills

· A friendly, approachable attitude and an excellent judge of character

· A natural problem-solver

· Pro-active attitude

· Previous experience in Financial Services necessary

· A good level of IT skills