Senior Mortgage Arranger (St Helier, JE, JE, JE2 4WF)

HSBC
Jersey
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: certificationSkills: ["Communication","Coaching","Continuous improvement","Customer relationship building","Commercial awareness"]

Own and grow the mortgage business within Wealth & Personal Banking by delivering professional, customer-focused mortgage advice. Use the EDRAS-based sales process to diagnose needs, provide written advice documentation, and submit mortgage applications with PARSERS. Drive end-to-end mortgage and cross-sell opportunities, deliver weekly performance updates, and coach branch colleagues to become strong lead sources while operating under the TCF policy.

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FursaFursa
HSBC
HSBC
19 hours ago

Senior Mortgage Arranger (St Helier, JE, JE, JE2 4WF)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Own and grow the mortgage business within Wealth & Personal Banking by delivering professional, customer-focused mortgage advice. Use the EDRAS-based sales process to diagnose needs, provide written advice documentation, and submit mortgage applications with PARSERS. Drive end-to-end mortgage and cross-sell opportunities, deliver weekly performance updates, and coach branch colleagues to become strong lead sources while operating under the TCF policy.
Location: Jersey
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide mortgage advice using the EDRAS-based sales process to identify, understand, and manage customer needs, and document the full advice journey.
  • •Submit mortgage applications supported by clear, concise, high-quality PARSERS to enable first-time approval.
  • •Drive mortgage growth by identifying new approaches, challenging process barriers, and collaborating with Product & Credit and other teams.
  • •Coach and develop branch-based colleagues to become consistent and effective lead sources.
  • •Manage mortgage and cross-sell opportunities end-to-end with weekly pipeline and performance updates.

Key Requirements

  • •Full CeMAP (or equivalent) and strong product knowledge across mortgages and protection solutions.
  • •Proven experience working to sales targets and being measured against sales performance.
  • •Use an advice and application process to produce comprehensive reports and submit mortgage applications with clear, high-quality documentation.
  • •Excellent written and verbal communication skills to explain complex information to varied audiences.
  • •Experience managing budgets and using numerical data to assess performance, report outcomes, and identify risks and opportunities.
Education:Certification / Diploma
Skills:CommunicationCoachingContinuous improvementCustomer relationship buildingCommercial awareness
Certifications:CeMAP
Tech Stack:EDRASPARSERSTCF

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn