Mortgage Advisor (Hybrid)

Doddl
€31,959 - €40,468 a year
County Tipperary
Full time
2 weeks ago
Mortgage Horizons Limited T/a doddl is a mortgage intermediary working with Ireland’s major lenders. With offices in Clonmel, Co Tipperary and Dublin 2 Mortgage Horizons Ltd is one of Irelands top mortgage brokers.
Due to increased demand within the business we are looking for customer focused individuals who will work to ensure our customers have an excellent experience in their interaction with doddl. The role offers variety and as the first point of contact with our customers it is a role we value and will support by way of training and career development. Key skills are the ability to interact with others in a busy environment and to work well as part of a team.
Duties to include -

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 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.
Other duties and responsibilities as they arise that may be required in order to grow the business.
Ability to recognise issues and challenges and put forward suggestions or solutions.
Ability to work off your own initiative as well as in a team environment.
Ability to recognise issues and challenges and put forward suggestions or solutions.
Resilient, energetic, and enthusiastic.
Very strong attention to detail, ability to work to tight deadlines.
Strong communication skills with an ability to deal with all levels in a confident and professional manner.
Strong customer centric focus.
Must have a very flexible approach to work and be confident working in a fast moving, exciting environment.
Be a proactive team player who is motivated by achieving targets.
Excellent attention to detail and time management skills required.
Excellent telephone manner and good communication skills.
Meet compliance standards for the role ensuring full compliance with all internal and external regulatory, operational and administrative procedures
Embrace development opportunities
General office Administration

Essential skills and qualifications

Success in this role will require a third level qualification or experience working in the financial services industry
Self motivated, adapting quickly, working well with others, success at reaching goals
Desire to learn and improve
A strong customer focus with excellent attention to detail and problem solving skills are essential
Excellent communication, administration and organisational skills
Positive energy and attitude
An interest in progressing professionally within the mortgage industry and a willingness to learn and undertake relevant examinations
Strong client focus is essential
Excellent communication skills
Excellent attention to detail is a must
Good technical knowledge of Mortgages
Professional approach
Proficiency in MS Office applications – Outlook, Word, Excel.
Appropriate Industry Qualification
Highly self-motivated & ability to work on own initiative
Excellent organisational skills
Knowledge of Anti Money Laundering requirements and compliance procedures. Previous experience in working in a busy Financial Services brokerage.

Desirable

Financial services mortgage experience
QFA/APA qualification
Apply
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