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Mortgage Advisor

Great opportunity for a Mortgage Advisor to join an established Financial Services Company based in Cork. Our client is looking to grow their offering and operation due to a huge increase in the demand for mortgage services within the region. This would be an office-based role and would occasionally involve some travel around the Cork region to visit clients. This exciting new role is a new venture for my client and the role would ideally suit an experienced candidate with excellent experience in handling the mortgage process from start to finish.

 

Overview of Main Responsibilities:

  • Advising new clients on mortgage options available to them
  • 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

What the ideal candidate looks like:

  • APA or QFA essential
  • Previous experience in working in a busy Financial Services organisation
  • Good technical knowledge of Mortgages
  • Knowledge of AML requirements and compliance procedures is an advantage
  • Strong people person, team player and be able to manage a portfolio of clients
  • Proficient in Microsoft Office
  • Has the skills and experience to manage the entire mortgage process from start to finish.

For a confidential discussion and more information on the role, please contact Ryan Blackett.

021-4911065

ryan.blackett@collinsmcnicholas.ie