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Wexford Credit Union

Mortgage Fulfilment & Financial Wellbeing Officer 

Wexford Credit Union has an exciting opportunity to be part of an ambitious, forward looking and strategic thinking credit union.

The Mortgage Fulfilment & Financial Wellbeing Officer will be responsible for providing an efficient, member-focused mortgage fulfilment service, by coordinating mortgage applications and approved mortgage cases through to drawdown, promoting financial literacy to our valued members and facilitating appropriate introductions to Irish Life under our approved referral arrangement.

The officer will report to the Head of Lending and support fulfilment activity across personal, community and business lending where trained and authorised.

Principal duties and responsibilities

Mortgage fulfilment and member support

  • Respond to mortgage enquiries and mortgage and community lending application requests and guide members through document requirements, coordinating handovers to the Mortgage Advisor in advance of mortgage interviews/meetings.

  • Manage the mortgage callback book, record contact commitments and ensure timely member updates across telephone, online and in-person channels.

  • Maintain a live pipeline of applications, approvals, offers, outstanding conditions and expected drawdowns; escalate overdue items and risks promptly.

  • Coordinate documentation, valuations, insurance/protection evidence, solicitor queries, mortgage loan offer conditions and drawdown readiness with relevant colleagues.

  • Conduct structured pre-drawdown/fulfilment meetings where appropriate and refer credit, legal or advice questions to the authorised specialist.

  • Support completion and accurate recording of mortgage fulfilment tasks in Scion and approved tracking tools; maintain clear audit trails and data quality for back-testing.

 Financial literacy, wellbeing and referrals

  • Promote accessible financial literacy and wellbeing information, including budgeting, borrowing responsibly, financial resilience and the importance of considering protection and longer-term financial needs.

  • Identify opportunities for members to access approved financial education resources or an Irish Life referral, using consent-based, non-advisory introductions.

  • Coordinate financial awareness initiatives, information sessions and member communications with our Marketing Department.

  • Maintain accurate referral and engagement records and report volumes and outcomes, without treating referral quantity as a substitute for member suitability.

Wider lending and business development support

  • Provide administrative fulfilment support for personal, community and SME/business loans, subject to training, prioritisation and agreed controls.

  • Work with the Head of Lending to review and improve processes, procedures, templates and member journeys.

  • Support implementation of the mortgage action plan and management reporting.

  • Build local market awareness and support appropriate lead-generation activity with the Business Development function.

  • Maintain professional working relationships with solicitors, auctioneers, valuers, developers and other relevant local stakeholders.

  • Complete required training and other reasonable administrative or organisational duties consistent with the role.

 The above list is not exhaustive and may be subject to change in line with the needs of the business
 
Competencies required

  • QFA qualification or APA loans and Savings & Investments at a minimum are required for this role.

  • Excellent administration skills and attention to detail

  • The ability to work as part of a team with excellent communication and organisational skills.

  • A strong member focus to maintain high standards of service.

  • Proactive, enthusiastic and solutions focused.

  • Experience in appointment setting and customer/ member relationship management essential.

  • Demonstrated knowledge/experience of the Central Bank of Ireland mortgage regulatory requirements and legal mortgage landscape in Ireland essential.

  • Demonstrated knowledge of Mortgage Protection and all Financial Planning products in particular Irish Life product offerings essential.

  • Experience promoting financial literacy, financial wellbeing or community engagement initiatives.

  • Experience in mortgage administration, mortgage fulfilment or mortgage lending operations.

  • Experience working with a broad range of key industry stakeholders, including solicitors, auctioneers, engineers and other professional service providers desirable.

  • Experience in identifying opportunities to improve processes and operational efficiencies.

  • Proficient in Microsoft Suite and CRM software, including Salesforce.

  • The willingness to be flexible and take on new tasks and projects.

  • Previous experience working in a credit union or other financial organisation would be an advantage.

 
 Please apply via this link Mortgage Fulfilment & Financial Wellbeing Officer in Wexford, County Wexford | Metamo DAC
 
Closing Date for receipt of applications is close of business 5pm 13th November 2026
 
Wexford Credit Union Ltd. is an Equal Opportunities Employer

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