mortgage advisor

1 week ago

Dublin, Dublin City, Ireland doddl Full time

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 Ireland's 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 mortgage processes, preparation, processing, and management of mortgage applications with relevant providers ensuring accurate entry of data uploaded to internal/external systems
  • Tracking of new business pipeline ensuring efficient turnaround of proposals
  • 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 keeping the manager updated on all relevant matters arising and potential sales opportunities
  • Providing full administration support in all aspects of new business and for existing client reviews
  • Maintaining and managing the CRM system and managing 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 recognize issues and challenges and put forward suggestions or solutions
  • Ability to work off your own initiative as well as in a team environment
  • 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 organizational 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
  • Good technical knowledge of mortgages
  • Professional approach
  • Proficiency in MS Office applications – Outlook, Word, Excel
  • Appropriate Industry Qualification
  • Highly self-motivated and ability to work on own initiative
  • Excellent organizational 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 or a willingness to complete same within an 18-month period
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