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Mortgage Advisor | IFSC
4 weeks ago
Overview We are currently seeking an experienced Mortgage advisor
This role is that of Mortgage Advisor within a busy Financial institution 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.
Must be able to gain new clients through proactive sourcing
Responsibilities 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
Required Education, Skills and Qualifications 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 QFA or APA loans
Highly self-motivated & ability to work on own initiative
Excellent organisational skills
Excellent Networker - Proven ability of prospecting and closing own leads
Advantageous Knowledge of Anti Money Laundering requirements and compliance procedures. Previous experience in working in a Financial Institution.
Salary/Package This will be reflective of the experience and qualification that the person will bring to the role.
Benefits Further education supported along with continued professional development.
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