Mortgage Advisor

doddl.ie; Munster; On-site; EUR 45,000 - 60,000; Full time

Job summary

doddl is seeking a mortgage adviser to provide expert, compliant advice from initial enquiry through to loan offer. You will manage new enquiries, build rapport, and convert leads to applications while ensuring strong communication and exceptional client service.

Responsibilities include processing applications, liaising with lenders and third parties, and driving case progression to maximise conversion. A focus on accuracy and meeting targets is essential.

Qualifications

• Experience in mortgage advising and processing within financial services or brokerage.
• Strong knowledge of mortgage products and lender criteria.
• Proven ability to manage a sales pipeline and convert leads to applications.
• Excellent communication and client service skills.
• High accuracy and strong organisational skills.

Responsibilities

• Provide expert, compliant mortgage advice from enquiry to loan offer.
• Manage new enquiries, build rapport, and convert to applications.
• Maintain strong communication and customer service throughout the process.
• Drive progression of active cases and maximise conversion rates.
• Identify opportunities for mortgage products, insurance and future borrowing needs.
• Work towards individual and team performance targets.
• Prepare and submit mortgage applications to loan offer stage.
• Ensure documentation is accurate and compliant.
• Liaise with lenders, clients, and third parties to resolve items.

Skills

Mortgage advising

Mortgage processing

Lender criteria knowledge

Pipeline management

Sales conversion

Client communication

Attention to detail

Job description

Provide expert, compliant mortgage advice and deliver an excellent client experience from initial enquiry through to loan offer. The role combines advisory expertise, sales capability, pipeline management, and accurate case administration.

Key Responsibilities

Client Advice & Engagement

• Deliver clear, tailored mortgage advice based on client needs.
• Manage new enquiries, build rapport, and convert leads to applications.
• Maintain strong communication and customer service throughout the process.
• Drive progression of active cases and maximise conversion rates.
• Identify opportunities for mortgage products, insurance, and future borrowing needs.
• Work towards individual and team performance targets.

Application Processing

• Prepare and submit mortgage applications to loan offer stage.
• Ensure all documentation is accurate and compliant.
• Liaise with lenders, clients, and third parties to resolve outstanding items.

Required Skills & Experience

• Experience in Mortgage Advising and Processing in Financial Services or Brokerage
• Strong knowledge of mortgage products and lender criteria.
• Proven pipeline management and sales conversion ability.
• Excellent communication and client service skills.
• High accuracy and strong organisational skills.