Mortgage Advisor

doddl.ie; Munster; On-site; EUR 40,000 - 60,000; Full time

Job summary

doddl.ie in Ireland is seeking an experienced Mortgage Advisor to provide expert, compliant mortgage advice from initial enquiry through to loan offer. The role blends advisory expertise with sales and accurate case administration.

You will manage client engagements, progress applications, liaise with lenders and third parties, and ensure documentation is complete and compliant while hitting performance targets.

Qualifications

• Experience in Mortgage Advising and Processing.
• Strong knowledge of mortgage products and lender criteria.
• Proven pipeline management and sales conversion ability.

Responsibilities

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

Skills

Mortgage Advising

Pipeline Management

Sales Conversion

Lender Criteria Knowledge

Client Service

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.