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Financial Services Advisor

2 weeks ago

Nenagh, County Tipperary, Ireland FRS Recruitment Full time
Role Overview:

In this exciting opportunity, you will work as a Mortgage Advisor in a reputable mortgage brokerage, utilizing your expertise to guide clients through the mortgage process. As part of a dynamic team, you will contribute to the success of the company by delivering exceptional customer service and ensuring seamless mortgage transactions.

Main Responsibilities:
  1. You will be responsible for providing expert advice to clients on mortgage options, tailored to their specific needs.
  2. Your duties will include managing the entire mortgage lifecycle, from initial application to completion, ensuring precision and adherence to regulatory standards.
  3. You will oversee new business pipelines, guaranteeing timely progression and efficient handling of applications.
  4. As a key point of contact, you will coordinate closely with clients and lenders, ensuring smooth communication and resolution of any issues that may arise.
  5. With meticulous attention to detail, you will maintain accurate, up-to-date client files and address routine administrative queries.
  6. You will collaborate with colleagues to enhance the overall performance of the business, contributing valuable insights and recommendations for improvement.
  7. Your input will be crucial in keeping our CRM system current, reflecting precise client and business data for informed decision-making.
  8. Last but not least, you will perform general administrative tasks, demonstrating adaptability and a willingness to expand your skillset as needed.