(Senior-) Finanzierungsberater (m/w/d)
Core
Conducting independent mortgage financing consultations via personal meetings, phone, or online to determine customer financing needs and create necessary documentation.
Role type
Senior IC mortgage financing advisor
Builds
Tailored mortgage solutions for members
Domain
Banking / Real Estate Finance
Required skills
Mortgage financing expertise, customer acquisition, existing customer care, relationship with developers, financial planning, sales proficiency, empathy, communication skills, knowledge of building savings and insurance, digital tool affinity
Preferred skills
None stated
Technologies
None stated
Responsibilities
Lead mortgage financing consultations, create financing plans, determine customer financing needs, prepare documentation, acquire new customers, maintain existing customer relationships, contact developers
Seniority
Senior, hands-on IC