(Senior-) Finanzierungsberater (m/w/d)
On-site
Core
Conducting independent mortgage financing consultations via phone, online, and in-person to help members plan and secure construction financing.
Role type
Senior IC sales advisor (mortgage financing)
Builds
Tailored financing solutions for members' construction and renovation projects
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
Experience in savings and insurance business, digital tool affinity
Responsibilities
Lead mortgage financing consultations, create financing plans, identify customer financing needs, prepare necessary documentation, acquire new customers, maintain existing customer relationships, contact developers