Baufinanzierungsberatung Neugeschäft oder Bestandsgeschäft, Finanzierungscenter Schorndorf
Core
Provide holistic, closing-oriented mortgage financing advice for new and existing customers, including energy efficiency financing and public grants.
Role type
Mortgage financing advisor (new and existing business)
Builds
Private real estate financing solutions for individuals
Domain
Banking / Real Estate Finance
Required skills
Real estate financing knowledge, market and local area knowledge, sales and advisory experience, multi-channel experience, knowledge of investment business and consortium business
Preferred skills
Knowledge of ImmoDarlSachkV regulations
Technologies
Multi-channel systems
Responsibilities
Conduct holistic financing consultations, manage referrals from partners (LBS/SV), integrate insurance and public grant aspects, proactively acquire new customers, prepare loan applications for processing, guide customers to existing business support
Seniority
Mid-level, experienced advisor