Join to apply for the Mortgage Advisor | IFSC role at TCC Recruitment
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, a team player and able to manage a portfolio of clients. Must be able to gain new clients through proactive sourcing.
Overview
We are seeking an experienced Mortgage Advisor to join a busy financial institution, helping clients finance property purchases and manage existing mortgages. The successful candidate will work with a team of advisors in a fast-paced environment and should be a strong communicator and self-mstarter with the ability to manage a client portfolio.
Responsibilities
* Advising new clients on mortgage options available to them.
* Managing mortgage processes, including preparation, processing and management of mortgage applications with relevant providers, ensuring accurate data entry uploaded to internal/external systems.
* Tracking the new business pipeline to ensure efficient turnaround of proposals.
* Liaising with clients and lenders throughout the mortgage completion process.
* Ensuring client files are complete and compliant with policies and procedures before filing.
* Handling administration queries on a day-to-day basis regarding client applications and keeping the manager updated on relevant matters and potential sales opportunities.
* Providing full administration support in all aspects of new business and for existing client reviews.
* Maintaining and managing the CRM system and the new business pipeline to ensure it is fully up to date at all times.
* Other duties and responsibilities as required to grow the business.
* General Office Administration.
Required Education, Skills and Qualifications
* Strong client focus is essential
* Excellent communication skills
* Excellent attention to detail
* 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 and able to work on own initiative
* Excellent organisational skills
* Excellent networker with proven ability to prospect and close own leads
* Knowledge of Anti-Money Laundering requirements and compliance procedures (advantageous)
* Previous experience in working in a Financial Institution (advantageous)
Salary/Benefits
Salary: €45-50,000
* Further education supported along with continued professional development.
Employment details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Finance and Sales
* Industries: Human Resources Services
Note: This job description excludes boilerplate and site notices not relevant to the role.
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