Mortgage Horizons Limited T/a doddl is a mortgage intermediary working with Ireland’s major lenders. With offices in Clonmel, Co Tipperary and Dublin, Mortgage Horizons Ltd is one of Ireland's top mortgage brokers.
Due to increased demand within the business, we are looking for customer-focused individuals who will work to ensure our customers have an excellent experience in their interaction with doddl. The role offers variety and, as the first point of contact with our customers, it is a role we value and will support through training and career development. Key skills include the ability to interact with others in a busy environment and to work well as part of a team.
Duties include:
1. Advising new clients on mortgage options available to them.
2. Managing the mortgage process, including preparation, processing, and management of mortgage applications with relevant providers, ensuring accurate data entry and upload to internal/external systems.
3. Tracking new business pipeline to ensure efficient proposal turnaround.
4. Liaising with clients and lenders throughout the mortgage process.
5. Ensuring client files are complete and comply with policies and procedures before filing.
6. Handling administration queries related to client applications and keeping the manager updated on relevant matters and potential sales opportunities.
7. Providing full administrative support for new business and existing client reviews.
8. Maintaining and managing the CRM system and the new business pipeline to ensure it is always up to date.
9. Performing other duties as required to support business growth.
10. Recognizing issues and challenges and proposing solutions.
11. Working independently and as part of a team.
12. Being resilient, energetic, and enthusiastic.
13. Paying strong attention to detail and working to tight deadlines.
14. Communicating confidently and professionally at all levels.
15. Maintaining a customer-centric approach.
16. Being flexible and confident in a fast-paced environment.
17. Motivated by achieving targets as a proactive team player.
18. Exhibiting excellent time management and attention to detail.
19. Having excellent telephone manners and communication skills.
20. Ensuring compliance with all regulatory, operational, and administrative procedures.
21. Embracing development opportunities.
22. Performing general office administration tasks.
Essential Skills and Qualifications:
1. Third-level qualification or experience in the financial services industry.
2. Self-motivated, adaptable, and goal-oriented.
3. Willingness to learn and improve.
4. Strong customer focus with excellent attention to detail and problem-solving skills.
5. Excellent communication, administration, and organizational skills.
6. Positive attitude and energy.
7. Interest in progressing within the mortgage industry and undertaking relevant examinations.
8. Good technical knowledge of mortgages.
9. Professional approach.
10. Proficiency in MS Office applications (Outlook, Word, Excel).
11. Relevant industry qualification.
12. Highly self-motivated with the ability to work independently.
13. Knowledge of Anti-Money Laundering requirements and compliance procedures.
14. Experience in a busy financial services brokerage preferred.
Desirable:
1. Mortgage experience in financial services.
2. QFA/APA qualification or willingness to complete within 18 months.
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