Mortgage Broker Role
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We are seeking a customer-focused Mortgage Broker to join our dynamic team. As the first point of contact for clients, you will provide expert advice and guide them through the mortgage process.
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Your key responsibilities will include:
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* Advising clients on mortgage options tailored to their needs
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* Managing the mortgage process, including preparation, submission, and tracking of applications with lenders
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* Ensuring accurate and timely data entry into internal and external systems
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* Liaising with clients and lenders to ensure smooth processing and completion of applications
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* Maintaining complete and compliant client files in accordance with company policies
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* Handling administrative queries and updating managers on relevant matters or potential sales opportunities
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* Providing comprehensive administrative support for new and existing client reviews
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* Managing and updating the CRM system, ensuring the business pipeline is current and accurate
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* Identifying issues or challenges and proposing solutions
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* Meeting compliance standards, adhering to regulatory and operational procedures
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* Supporting the growth of the business by embracing development opportunities and contributing to team success
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The ideal candidate will have:
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* Exceptional attention to detail and strong organisational skills
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* Excellent communication skills and a confident, professional telephone manner
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* Ability to thrive in a fast-paced, dynamic environment
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* Customer-centric approach with a focus on delivering an outstanding experience
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* Proficiency in Microsoft Office applications (Outlook, Word, Excel)
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* Strong problem-solving skills and a proactive attitude
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* Team player with resilience, energy, and enthusiasm
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Essential qualifications and experience include:
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* Third-level qualification or relevant experience in the financial services industry
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* Technical knowledge of mortgages
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* QFA/APA qualification (or willingness to obtain within 18 months)
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* Understanding of Anti-Money Laundering requirements and compliance procedures
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Desirable attributes include:
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* Previous experience in financial services or a mortgage brokerage
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* Knowledge of corporate or personal financial planning
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* A keen interest in professional development and progression within the mortgage industry
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