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Financial Services Mortgage Advisor

  • Sector: Office Support
  • Contact Email: chloe.somers@collinsmcnicholas.ie
  • Job Ref: 18092

Our client is currently looking for a Financial Services Mortgage Advisor to join their growing team. This is a full-time permanent position based in Sligo.

Responsibilities

As a Financial Services Mortgage Advisor you will be responsible for:

  •  Mortgage and life cover file maintenance and application packaging
  • Helping clients on the mortgage journey from application to funds being issued and after-sales service
  • Uncovering client’s main goals and finding the best solution for them financially
  • Managing related paperwork, such as keeping track of bank statements and lender applications
  • Liaising and negotiating with banks, direct lenders and Life companies in order to find the best products for the client’s situation
  • Accurately assessing the client’s financial circumstances, credit history and affordability, in order to find their ideal match
  • Managing both in-person and online applications
  • Ensuring all activities are in accordance with banking and financial legislation
  • Maintaining and developing market knowledge and information on all mortgage and Life products and related service

Requirements

  •  Strong administrative experience
  • Strong Microsoft Office computer skills
  • QFA an advantage but not essential

For a confidential discussion and more information on this Financial Services Mortgage Advisor role, please contact Chloe Somers.

chloe.somers@collinsmcnicholas.ie

071-9140254