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Mortgage Advisor

New

Great opportunity for a Mortgage Advisor to join an established Mortgage Brokerage with head office in Dublin looking to expand its operation in Clonmel, Co Tipperary. Currently one of the top 3 mortgage brokers in the country, our client is experiencing major growth due to a huge increase in the demand for their online switching platform. A great company culture has been instilled in a modern office setting and there is no requirement to carry out any business development such is the inbound demand for their services. This would be an office-based role and would suit those with Brokerage experience. 


Overview of Main Responsibilities (full job description available on request):

  • 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 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 brokerage

  • Good technical knowledge of Mortgages

  • Knowledge of AML requirements and compliance procedures an advantage

  • Strong people person, team player and be able to manage a portfolio of clients

  • Proficient in Microsoft Office

What you will get in return:

  • Competitive salary

  • Bonus

  • Educational support

For a confidential discussion and more information on the role, please contact Jessica Kennedy

jessica.kennedy@collinsmcnicholas.ie

021-2427110