We are currently seeking an experienced Mortgage advisor who is currently working or just finished as a Mortgage Advisor
This role is that of Mortgage Advisor within a busy Financial institution 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.
Need the ability to find new clients
· 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
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 QFA or APA loans
· Highly self-motivated & ability to work on own initiative
· Excellent organisational skills
Excellent Networker - Proven ability of prospecting and closing own leads
Advantageous:
· Knowledge of Anti Money Laundering requirements and compliance procedures. Previous experience in working in a Financial Institution.
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.
Working Hours:
8am - 4.30pm (Mon -Fri)
Job Types: Full-time, Permanent
Pay: €45,000.00-€50,000.00 per year
Ability to commute/relocate:
* IFSC, CO. Dublin: reliably commute or plan to relocate before starting work (required)
Experience:
* similar: 3 years (required)
Licence/Certification:
* APA Certification (required)
* QFA (required)
Work authorisation:
* Ireland (required)
Work Location: In person