Mortgage Executive

Job description

Job: Mortgage Executive 

Salary: TBC

Contract: 9 month FTC

Location: Dublin 15

Job Requirements: 

  • The successful candidate will typically have up to 3 years’ experience within a similar environment;
  • Relevant third level qualification or professional equivalent;
  • APA/ QFA qualified and committed to further continuous development;
  • Previous financial services sales experience, with a full understanding of the Mortgage process, together with the associated insurances;
  • Acknowledged and proven Mortgage and cross sales experience;
  • Knowledge of Consumer Finance and Deposits;
  • 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 required.

Job Responsibilities

  • Consistently provide a comprehensive and professional sales and advisory service to our customers via the great conversation model;
  • Be an advocate for digital and educate our customers to avail of self-service;
  • Be a Product Champion for Mortgages:
    • Be a hub mortgage expert;
    • Be available to visit customers offsite and outside of normal business hours where required;
    • Run & lead mortgage clinics with colleagues;
    • Own and become an expert at managing the Hub Pipeline;
    • Represent the hub on calls, conferences and pipeline management sessions.
  • Develop robust Hub Action Plan in conjunction with Hub Manager and Mortgage Associate (where appropriate) incorporating breakdown of targets, review of daily/weekly actions, a communication plan to all employees, review and update the plan on a monthly basis.
  • Represent Hub:
    • Develop local market awareness via small businesses /shopping centres/business associations and drive Hub footfall/leads;
    • Establish relationships with key local influencers – auctioneers, developers, solicitors;
    • Partake in Workplace Banking, Pop-ups – business development (local business) “in-hub” customer events.
  • Deliver on Mortgage sales and associated targets across the retail product suite:
    • Identify cross-sales opportunities & generate leads  through great conversations;
    • Convert enquiries into sales opportunities and ensure the highest service levels are delivered throughout the process;
    • Pro-active and reactive customer engagement via outbound calls on sales leads, sales and service, meet and greet;
    • Lead the achievement of the Mortgage and Mortgage related cross sales for the Hub, and operate to daily, weekly, monthly, quarterly and yearly sales targets.
  • Ensure work is carried out and completed in a controlled, compliant, timely and accurate manner with an emphasis on attention to detail, leading to zero referrals for on-boarding and mortgage applications;
  • Understand and deliver on compliance requirements in all situations and ensure procedures and compliance necessities including AML are adhered to in relation to daily tasks;
  • Provide full transparency and feedback in relation to task resolution including early escalation of issues in a timely manner, where applicable;
  • Deal effectively & compliantly with complaints (first point resolution);
  • Support new staff members through a “buddy” system and to demonstrate peer support amongst the team and to pro-actively support and develop the Personal Banking Executive –Mortgage specialist;
  • Maintain, champion and share specialist product knowledge and best practices.


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