Asesor a financiero Turno completo Experiencia Atención al cliente
Core
Financial advisor analyzing client profiles to find suitable mortgage and financing options among various banks, accompanying clients through the entire process until the operation is signed.
Role type
Financial advisor (mortgage and financing)
Builds
Mortgage and financing operations for home purchases
Domain
Financial services / Real estate financing
Deliverable
client delivery
Required skills
Financial analysis, client prospecting, credit product knowledge, file management, stakeholder communication, sales target achievement
Responsibilities
Prospect and follow up with potential clients, analyze client financial profiles and payment capacity, advise on mortgage and financial credit options, manage integration and review of files, maintain communication with banks and notaries, accompany clients during authorization and formalization, meet commercial and placement objectives