Mortgage Administrator

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Busy Mortgage Brokerage based in West Co. Dublin is looking for a enthusiastic administrator to support their team of Mortgage Advisors

Mortgage Administrator

A well-established Mortgage and Financial Services Brokerage is looking for a strong Administrator to join their busy Mortgages Team. The successful candidate will be working with the Managing Director and Associate Director supporting them in new business admin requirements. The main purpose of this role will be managing client’s application from valuation stage to closing stage and ensuring the file complies with CBI requirements before signing off.
The key requirements for somebody in this position will be organisation skills, along with a positive attitude and effective communication.

Duties of the Role:
  • Answering the phone in a timely manner & passing on details to relevant person
  • Ensuring that mortgage files are ready for broker use
  • Scanning of all client documents
  • Filing documents in an orderly fashion ready for use
  • Creating all client’s files correctly on CRM (mortgage)
  • Ready files for brokers to submit to lenders as requested
  • Completing valuation instructions for brokers
  • Case valuation reports weekly
  • Tracking of files for Loan Offer
  • Draft and send Loan offer emails for client
  • Draft and send Reasons Why Letter for client (to be reviewed by Broker)
  • Following up with clients and readying of closing documents
  • Tracking of closing date for broker
  • Complete month end compliance for all closed files
  • Support other admin team members when needed
  • Ad-hoc office and administration duties
Previous mortgage experience is not essential however is desirable. If you have experience working within the financial services industry this will be looked on favourably. 

This is a fast-paced environment so somebody who is a quick learner and not afraid to ask questions is very important.

Please contact Holly Railes on 0838330269 to discuss further or apply now through our website.