Mortgage Advisor

Accountancy & Finance
Accountancy & Finance
Tipperary
Permanent
16333
Tipperary
Permanent
16333

Great opportunity for a Mortgage Advisor to join an established Mortgage Brokerage with head office in Dublin looking to expand its administrative function in Clonmel, Co Tipperary. Currently one of the top 3 mortgage brokers in the country, our client is looking to grow their operation 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. 


Interviews to take throughout January so please get in touch for more information and a confidential discussion.


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 Jason O'Flaherty.

jason.oflaherty@collinsmcnicholas.ie

061-512276

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Your Consultant
Jason O'Flaherty
Recruitment Consultant