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Core
Advise private customers on construction financing and real estate loans, analyzing their financial situation to develop tailored financing concepts.
Role type
Mortgage and real estate loan advisor
Builds
Customized financing solutions for private clients
Domain
Financial services / Real estate lending
Deliverable
client delivery
Required skills
Financial analysis, customer relationship management, sales and networking, product knowledge of construction financing, cross-functional collaboration with banks and savings banks
Preferred skills
Experience in real estate market, strong negotiation skills
Responsibilities
Consult private clients on construction financing and real estate loans, analyze financial situations and develop financing concepts, guide customers from initial consultation to disbursement, collaborate with banks and financing partners, build and maintain long-term customer relationships, acquire new customers through referrals and network