Senior Mortgage Advisor

Job title: Senior Mortgage Advisor

Company: Prosperous Financial


Job description: Job Title: Senior Mortgage AdvisorReporting to: Mortgage ManagerDepartment: KeysProsperous Financial are seeking a Senior Mortgage Advisor to join our team as we continue to grow our mortgage business. Our Keys offering caters to a range of clients from first time buyers to switchers, straight forward applications to complex scenarios and will engage with a portfolio of both new and existing clients.Key Responsibilities:

• Provide expert mortgage advice to clients, ensuring they understand all available options available to them and assist them in selecting the most suitable mortgage products for their needs
• Conduct thorough financial assessments to evaluate clients’ income and financial obligations, to determine the best mortgage options
• Management of the mortgage processes and preparation internally and management of mortgage applications with relevant providers
• Liaising with internal and external stakeholders, clients and lenders throughout the mortgage completion process to ensure a seamless process for all involved
• Ensuring client applications are complete and in compliance with regulations, policies and procedures
• Identify potential mortgage opportunities through a variety of avenues including client referrals and external awareness of the keys offering
• Maintain and manage the relevant CRM system and manage the new business pipeline
• Work closely with Head Of Financial Planning and Mortgage Manager to review and refine mortgage practices

Skills and Experience:

• 3+ years of experience in the mortgage business, supporting applications throughout the entire process
• QFA or Professional Banker requirement
• Full understanding of the regulatory environment for mortgages
• Proven experience supporting customers in both a pro-active and reactive environment to ensure mortgage applications are successful
• Strong record in the delivery of application to conversions
• Excellent written and verbal communication skills as well as the ability to deliver information with clarity
• Ability to build strong working relationships with the both internal and external stakeholders
• Attention to detail and an analytical mindset

Why work with us:

• Excellent remuneration package and competitive bonus structure
• Hybrid, flexible working model (4 days from home / 1 day in office)
• 25 days annual leave
• Employer pension contributions up to 10%
• Income Protection / Death In Service
• Recognised as a Great Place to Work 2024/2025 and a Best Workplace 2025

Expected salary:

Location: Dublin

Job date: Fri, 04 Apr 2025 22:12:15 GMT

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