ES Talent Management have partnered with an independently owned private wealth advisory firm located in Dublin 2. (Hybrid)
We are hiring a
Mortgage Assistant/Admi
n to support 2 senior mortgage advisors, our advisor group which includes the senior leadership team
.
This is a great opportunity for someone who wants growth and a career in the mortgage/advisory space:
Your responsibilities will include
* Process mortgage applications efficiently, ensuring all required documentation is collected and fully compliant with Central Bank of Ireland regulations and individual lender criteria.
* Liaise effectively with clients, lenders & solicitors to support a seamless mortgage journey.
* Accurately input and maintain up-to-date client information across CRM systems and mortgage processing platforms.
* Proactively track and monitor application progress, providing regular updates to clients and the advisor throughout each stage of the process.
* Ongoing client relationship management.
* Assisting the company meet its regulatory requirements.
* Other duties as assigned.
Essential Knowledge & Skills
* Excellent writing and communication skills.
* Curious and interested in learning.
* Strong attention to detail.
* Can work unsupervised in your role and be a team player.
* You should have confidence to challenge norms and present ideas for change.
* Proficient in MS Word, Excel, and Outlook.
* Demonstrable experience of effectively managing direct client communication.
* Ability to build trusted relationships with clients and provide excellent service.
Compensation
* Competitive salary commensurate with your experience.
* Performance related bonus.
* Support for further professional development.
* Internal and external training.
* Wellbeing days
* 22 days annual leave.