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Broker Account Executive

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  • Location:


  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £30000 - £35000.00 per annum

  • Contact:

    Chloe Thomas

  • Email:

  • Job ref:


  • Published:

    25 days ago

  • Expiry date:

    28 July 2024

  • Start date:


Broker Account Executive

Yolk Recruitment are partnered with a thriving start up company based in Cardiff who are looking for a Broker Account Executive. Are you a motivated individual who is looking for a new challenge, this could be the perfect role for you!

Key Responsibilities:

  • Review and process loan applications ensuring all required documents are accurate and complete.
  • Prepare loan files for underwriting review in compliance with internal policies and regulatory requirements.
  • Conduct security check calls with applicants, providing excellent customer service.
  • Liaise with brokers throughout the application process.
  • Handle inbound and outbound calls from customers and brokers regarding criteria, processes, or specific cases.
  • Collaborate with internal teams to find solutions for non-standard applications.
  • Adhere to departmental policies and procedures, meeting all relevant quality assurance targets.
  • Work with Business Development Managers to identify broker trends and training opportunities.
  • Foster strong relationships with broker partners to enhance awareness of product offerings and criteria.

Knowledge and Experience Required:

  • Understanding of the 2nd charge broker market and MCOB rules.
  • Working knowledge of T&C Scheme, FCA rules, Money Laundering, GDPR, and Data Protection.
  • Preferable experience within the 2nd charge mortgage market; experience in financial services is acceptable.

Skills and Qualifications:

  • Strong organizational skills.
  • Excellent communication abilities.
  • Team player with a solution-focused mindset.
  • CeMAP qualification is preferable.

Apply to the position to find out more and I will reach out to you.

Yolk Recruitment is an equal opportunities employer and embraces diversity in our workforce. We employ the best people for the job at hand and actively encourage applications from all qualified candidates, regardless of gender, age, race, religion, sexual orientation, disability, educational background, parental status, gender identity or any other protected characteristic. We champion and celebrate diversity at Yolk allowing our team to bring their whole selves to work.

*Please note, whilst we do our best to contact all candidates, due to the high number of applications we receive we cannot guarantee this for every role. If you have not heard anything from us within 7 days of applying - then unfortunately you have been unsuccessful. Please keep an eye on our website for more opportunities.

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