Mark Kelly Qfa Email & Phone Number

Dublin, County Dublin, Ireland

• Support the financial needs of Sherry Fitzgerald Financial Services clients through the provision of advice across mortgages & insurances.
• Recommend and provide tailored solutions to match Sherry Fitzgerald Financial Services client requirements.
• Optimise all internal and external business opportunities to deliver income impact.
• Identify and act on referrals as they present themselves across the Sherry FitzGerald Group (e.g. Residential, New Homes, Countrywide diversions etc.)
• Achieve KPI targets including annual income, applications, conversion, customer service and profitability metrics.
• Proactively develop new business opportunities through relationships, networking, and business development activities to enhance the SFFS brand and reputation in the community.

County Dublin, Ireland

• Responsible for gathering all client information and documents for packaging and submission to the recommended lender post the Advisor meeting with the client.
• Analysis and assessment of proof of income, bank statements, statement of affairs, business accounts and any other supporting documentation prior to submission to lender.
• Responsible for ensuring the accuracy and completeness of all data supporting applications per agreed lender criteria.
• Input mortgage applications on Online Applications system and lenders mortgage system, ensuring lenders minimum standards are consistently achieved – “Right First Time” approach.
• Liaise with clients on queries and to obtain outstanding documentation; manage clarifications and lender queries up to AIP stage and satisfy any outstanding conditions for Letter of Offer to issue.
• Keep client and advisor up-to-date on progress of application and manage expectations around lender turnaround times.

Dublin, County Dublin, Ireland

• Contribute to the overall Financial Service sales targets and business goals by providing administration support to the Sherry Fitzgerald Financial Advisor team
• Responsible for accurate and timely input of mortgage and life applications online – “Right First Time” approach
• Proactively contact clients, via phone and email, to ensure they are kept updated on the progress of their application
• Proactively manage pipeline by liaising with clients, financial institutions, life companies, solicitors & valuers to gather outstanding information to bring a case to successful closure
• Responsible for ensuring all client communication and application updates are recorded on the CRM system
• Build strong working relationships with Sherry Fitzgerald Financial Advisors and various lenders relationship manager

County Dublin, Ireland

• Lending Sales agent completing full applications and credit risk assessment for all lending applications ranging from €1500 to €75000 with a discretion up to €25000.
• Delivering on key sales objectives while cross-selling other related products such as home insurance and revolving credit products
• Supporting the retail and Mobile Mortgage Management network by effectively identifying and referring quality leads resulting in a high level of appointments with increased sales acknowledged by management
• Maintaining a high level of data input and quality data capture to maintain strong QA levels complimenting the right first time approach
• Completing Mortgage applications from the initial chat stage to getting a customer ready for a full application and getting there Letter of Offer issued.
• Completing SME applications and loading onto system to be reviewed by field base consultant and retail credit team.

Education record

Education record