Bankkaufmann/-frau / Kreditsachbearbeiter/in / Mitarbeiter/in Finanzierungsservice (m/w/d)
Core
Processing incoming credit and financing applications for private loans and real estate, managing data in banking systems, and coordinating with customers and financing partners.
Role type
Credit and financing operations specialist
Builds
Loan and financing applications for private customers and real estate
Domain
Banking and financial services
Deliverable
client delivery
Required skills
Credit and financing knowledge, data entry and management, customer communication, document verification, compliance adherence, project tracking
Preferred skills
Real estate loan intermediary certification (§ 34i GewO), practical experience in private loans or real estate financing
Technologies
meinkreditservice.de, BGZ Rhein-Neckar, internal banking systems and portals
Responsibilities
Review and process customer credit and financing inquiries, maintain customer and loan data in systems, verify document completeness and plausibility, communicate with clients via phone and email, submit prepared applications to financing partners, track ongoing processes, manage administrative workflows
Seniority
Entry to Mid-level, operational role