Mortgage advisor

Doddl; Ireland; On-site; EUR 42,000 - 62,000; Full time

Job summary

Doddl, Ireland's future-thinking mortgage broker, seeks a Mortgage Advisor to join a busy brokerage serving clients purchasing properties and switching mortgages. In a fast-paced team, you will manage a client portfolio with attention to detail and professional execution.

You will handle mortgage options, application processing, pipeline tracking and liaison with clients and lenders through completion, while maintaining compliant files and CRM updates.

Qualifications

• 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.
• Experience in a fast pace, busy office environment.

Responsibilities

• Advise new clients on mortgage options.
• Process mortgage applications with providers and data entry.
• Track new business pipeline for timely proposals.
• Liaise with clients and lenders through the completion process.
• Ensure client files are complete and compliant.
• Handle administration queries and update the manager on matters.
• Provide admin support for new business and client reviews.
• Maintain CRM and keep pipeline up to date.
• Other duties to grow the business.
• General office administration.

Skills

Attention to detail

Mortgage knowledge

MS Office

Self-motivation

Organisational skills

Fast-paced environment

Initiative

Education

Industry qualification

Tools

CRM system

Job description

Join Ireland's future-thinking mortgage broker

We’re always on the lookout for people who can help drive our business and mission forward. If you think that could be you, we’d love to chat, and i f you don’t see the job you’re looking for, pitch it to us!

Entry 001

Job Description:

This role is that of Mortgage Advisor within a busy mortgage brokerage working with clients to finance the purchase of properties and switching of existing mortgages. Working within a team of advisors and in a fast-paced environment, the successful candidate will be a strong people person, team player and be able to manage a portfolio of clients.

• 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.
• Other duties and responsibilities as they arise that may be required in order to grow the business.
• General Office Administration

Job Type / Category:

Permanent fulltime role working with an established Mortgage Brokerage with head office in Dublin looking to expand its administrative function in Clonmel, Co Tipperary.

Required Education, Skills and Qualifications:

• 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
• Experience in working in a fast pace, busy office environment

Advantageous:

• Knowledge of Anti Money Laundering requirements and compliance procedures.
• Previous experience in working in a busy Financial Services brokerage.
  

This will be reflective of the experience and qualification that the person will bring to the role.

Further education supported along with continued professional development.