Mortgage Specialist

Role Overview

We are seeking a Mortgage Specialist to join a dynamic mortgage brokerage team. This role involves collaborating with clients to assist them with financing property purchases and managing mortgage refinancing options. Candidates will operate within a team of advisors in a fast-moving environment, requiring strong interpersonal skills, teamwork, and the ability to manage a diverse client portfolio.

Key Responsibilities

• Advise new and existing clients on various mortgage products and options tailored to their needs.
• Handle mortgage processes end-to-end, including preparation, submission, and management of applications with lenders, ensuring accuracy in data input across internal and external systems.
• Monitor and track the business pipeline to guarantee timely processing and delivery of mortgage proposals.
• Communicate effectively with clients and lending institutions throughout the mortgage completion stages.
• Ensure full compliance by verifying client files are complete according to company policies before archiving.
• Manage daily administrative queries related to client applications and keep management informed on relevant issues and potential sales prospects.
• Provide comprehensive administrative support for both new business acquisition and existing client reviews.
• Maintain and update the CRM system to reflect current business pipeline status accurately.
• Perform various ad hoc duties to support business growth and perform general office administration tasks.

Required Qualifications and Skills

• A client-centric mindset with excellent communication capabilities.
• Exceptional attention to detail to ensure accuracy and compliance.
• Strong technical understanding of mortgage products and related financial services.
• Professional demeanor and highly self-motivated with the ability to work independently.
• Proficiency with Microsoft Office Suite including Outlook, Word, and Excel.
• Relevant industry qualifications in mortgage advisory or related fields.
• Excellent organizational skills and experience working efficiently in a fast-paced office environment.

Preferred Qualifications

• Familiarity with Anti-Money Laundering regulations and compliance standards.
• Prior experience within a busy financial services brokerage setting.

Additional Information

The organization supports ongoing education and professional development opportunities. The position is full-time and permanent with a hybrid work model applied post-training, requiring three days per week in the office based in County Tipperary, Ireland.