Mitarbeiter (m/w/d) Kapitalanlagen / Baufinanzierungen
Core
Support the execution and processing of ongoing investment transactions and manage existing mortgage financing portfolios.
Role type
Investment and Mortgage Financing Specialist
Builds
Investment transactions, mortgage loans, and security portfolios
Domain
Insurance and Financial Services
Required skills
Transaction processing, portfolio management, credit risk assessment, mortgage application handling, data entry
Preferred skills
Experience in banking or insurance, MS Office proficiency
Technologies
MS Office (Word, Excel)
Responsibilities
Execute and process ongoing investment transactions, manage existing mortgage financing portfolios, assess credit risks, handle new mortgage applications including valuation and contract creation, monitor payment traffic and prepare loan renewals and repayments, maintain data records in IT systems
Seniority
Entry to Mid-level