Mortgage Advisor

Fantastic opportunity to grow your career in a fast growing Mortgage Brokerage. This role is that of Mortgage Advisor within a busy mortgage brokerage working with clients to finance 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.

  • 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 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
  • Highly self-motivated & ability to work on own initiative
  • Excellent organisational skills
  • Experience in working in a fast pace, busy office environment

Advantageous

  • Knowledge of Anti Money Laundering requirements and compliance procedures.
  • Previous experience in working in a busy Financial Services brokerage.

By applying to RPG Recruitment, you are consenting for your details to be reviewed by RPG Recruitment and held on our database. If at any stage in the future, you would like to remove your details from our database , you can do so by requesting in writing for your details to be removed in line with our privacy policy. RPG Recruitment operate to the highest ethical standards of recruitment at all times.