Matthew Long Email & Phone Number

United Kingdom

Fareham, Hampshire

Working within in a niche market, this is a comprehensive advisory role. Within this position, I apply my specialist knowledge and expertise of underwriting procedures and contractor payment vehicles to provide a first class advice and recommendation service for contractors and freelancers looking to secure mortgage funding. Using extensive research across the whole of the mortgage market, the advice I supply is entirely impartial and is provided with a goal to save my clients time and money… Show more Working within in a niche market, this is a comprehensive advisory role. Within this position, I apply my specialist knowledge and expertise of underwriting procedures and contractor payment vehicles to provide a first class advice and recommendation service for contractors and freelancers looking to secure mortgage funding. Using extensive research across the whole of the mortgage market, the advice I supply is entirely impartial and is provided with a goal to save my clients time and money. By making every effort to exceed the expectations of each and every one of my clients, I am looking to build, grow and develop my business amongst contractors. Show less

As a Registered Mortgage Adviser, this role involved conducting client consultations to establish the factors which would be best suited to them in securing funding, such as repayment method, arrangement fees and product type. I would then source and recommend a mortgage product based upon these needs. Compliance was a substantial part of this role, and I made every effort to ensure that FSA requirements and procedural knowledge relating to all aspects of the job were fully adhered to at all… Show more As a Registered Mortgage Adviser, this role involved conducting client consultations to establish the factors which would be best suited to them in securing funding, such as repayment method, arrangement fees and product type. I would then source and recommend a mortgage product based upon these needs. Compliance was a substantial part of this role, and I made every effort to ensure that FSA requirements and procedural knowledge relating to all aspects of the job were fully adhered to at all times. Prompt and accurate completion of all mortgage administration and documentation was one of the main factors which lead to my success within this role. Show less

Providing high quality customer service for both new and existing clients was the foundation of this role. Using extensive research skills, I would recommend and advise clients on financial products including mortgages, and insurances such as Life Assurance Policies and Critical Illness Cover. I developed an understanding of various financial planning processes for clients within a variety of different circumstances. Through building trust and loyalty with my clients, I was able to establish a… Show more Providing high quality customer service for both new and existing clients was the foundation of this role. Using extensive research skills, I would recommend and advise clients on financial products including mortgages, and insurances such as Life Assurance Policies and Critical Illness Cover. I developed an understanding of various financial planning processes for clients within a variety of different circumstances. Through building trust and loyalty with my clients, I was able to establish a substantial client base whilst in this position, which was maintained and developed upon my promotion to a Registered Mortgage Adviser within the Cheltenham and Gloucester organisation. Show less

Primarily an administrative role, I worked closely with mortgage brokers and underwriters to gain an encylopeadic knowledge of all admistrative aspects within the mortgage application process. I become competent with distinguishing the documentation required by lenders to meet criteria and complying with regulations and compliance procedures. Whilst operating within this position I developed a passion for the importance of a great advisory and recommendation service in saving clients both time… Show more Primarily an administrative role, I worked closely with mortgage brokers and underwriters to gain an encylopeadic knowledge of all admistrative aspects within the mortgage application process. I become competent with distinguishing the documentation required by lenders to meet criteria and complying with regulations and compliance procedures. Whilst operating within this position I developed a passion for the importance of a great advisory and recommendation service in saving clients both time and money when trying to secure mortgage funding. This encouraged me to build and develop my knowledge and skills surrounding the mortgage market, and I became CeMAP qualified in order to further develop my career. Show less