Mortgage Advisor (Hybrid)

• 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 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.
• Ability to recognise issues and challenges and put forward suggestions or solutions.
• Ability to work off your own initiative as well as in a team environment.
• Ability to recognise issues and challenges and put forward suggestions or solutions.
• 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

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

• Financial services mortgage experience
• QFA/APA qualification

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