Asesor comercial Hipotecario
Core
End-to-end mortgage advisory and sales, guiding clients from initial consultation through file preparation and bank coordination to close operations.
Role type
Commercial Mortgage Advisor (Sales & Operations)
Builds
Mortgage loan files and client acquisition for a mortgage intermediation company
Domain
Financial Services / Mortgage Intermediation
Deliverable
client delivery
Required skills
Mortgage operations knowledge, financial analysis, bank relationship management, sales and negotiation, document management, multi-tasking, proactive problem-solving
Preferred skills
Experience in banking or financial intermediation, strong commercial drive, ability to work with variable compensation schemes
Technologies
Mortgage software, financial documentation systems
Responsibilities
Manage mortgage operations from start to finish, contact and advise potential clients, analyze client financial situations, collect and validate documentation, present operations to banks, coordinate communication between client and bank, resolve operational incidents, manage multiple files simultaneously, detect commercial opportunities
Seniority
Junior to Mid-level, hands-on IC