(Senior-) Finanzierungsberater (m/w/d)
Core
Conducting independent mortgage financing consultations via personal meetings, phone, and online channels to create tailored financial plans for members.
Role type
Senior IC mortgage financing advisor
Builds
Mortgage financing plans and related documentation for individual members
Domain
Banking / Real Estate Finance
Required skills
Mortgage financing expertise, customer acquisition, existing customer care, relationship management with developers, financial needs analysis, document preparation
Preferred skills
Sales proficiency, empathy, communication skills, passion for customer service, knowledge of savings and insurance products, affinity for digital advisory tools
Responsibilities
Lead mortgage financing consultations, create modernization and construction financing plans, determine customer financing needs, prepare necessary documentation, acquire new customers, maintain existing customer relationships, contact developers