Mortgage Associate

Mortgage Associate

Immediate start

County Tipperary


Excellent opportunity to begin your career within financial services where you will gain excellent knowledge and experience in the mortgage sector.

You will receive training and support as you build your experience and knowledge. Key skills are the ability to interact with others in a busy environment and to work well as part of a team.

Duties to include

  • Manage a wide range of queries from potential customers by both phone and email
  • Understand customer requirements and work closely with a team of mortgage advisors to bring clients from enquiry to completion in their mortgage journey
  • Review mortgage application documentation to ensure all required financial and compliance documents are in place to progress to application
  • Update the Client Relationship Management (CRM) system daily with new leads and changing status of inflight applications
  • Managing a pipeline of customers in conjunction within your mortgage advisory sub team
  • Embrace development opportunities

Essential skills and qualifications

  • 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


  • Financial mindset and business undergraduate

More Details

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County Tipperary

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