Mortgage advisor

Permanent

This role is that of Mortgage Advisor within a busy mortgage brokerage working with clients to finance the purchase of properties and switching of existing mortgages. Working within a team of advisors and in a fast-paced environment, the successful candidate will be a strong people person, team player and be able to manage a portfolio of clients.
  • Advising new clients on mortgage options available to them
  • Management of the Mortgages processes, preparation, processing and management of mortgage applications with relevant providers ensuring accurate entry of data uploaded to internal/external system
  • Tracking of the new business pipeline ensuring efficient turnaround of proposal
  • Liaising with clients and lenders throughout the mortgage completion process
  • Ensuring client files are complete and in compliance with policies and procedures before filing
  • Dealing with all administration queries arising on a day to day basis regarding client applications and keep the manager updated on all relevant matters arising and potential sales opportunities
  • Provide full administration support in all aspects of new business and for existing client reviews
  • Maintain and manage the CRM system and manage the new business pipeline ensuring it is fully up to date at all times.
  • Other duties and responsibilities as they arise that may be required in order to grow the business.
  • General Office Administration
Job Type / Category:
Permanent fulltime role working with an established Mortgage Brokerage with head office in Dublin looking to expand its administrative function in Clonmel, Co Tipperary.
Required Education, Skills and Qualifications:
  • Strong client focus is essential
  • Excellent communication skills
  • Excellent attention to detail is a must
  • Good technical knowledge of Mortgages
  • Professional approach
  • Proficiency in MS Office applications – Outlook, Word, Excel
  • Appropriate Industry Qualification
  • Highly self-motivated & ability to work on own initiative
  • Excellent organisational skills
  • Experience in working in a fast pace, busy office environment
Advantageous:
  • Knowledge of Anti Money Laundering requirements and compliance procedures.
  • Previous experience in working in a busy Financial Services brokerage.
Salary/Package:
This will be reflective of the experience and qualification that the person will bring to the role.
Benefits:
Further education supported along with continued professional development.
Job Types:
Full-time, Permanent

Job Overview

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Job Title
Mortgage advisor
Salary:
Location:
Tipperary
Job Type:
Permanent
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