Conseiller en Financement F/H
Core
Analyze client financial situations and property projects to determine financing feasibility and budget envelopes for real estate purchases.
Role type
Senior financial advisor (real estate financing)
Builds
Financing solutions and budget simulations for individual clients and sellers
Domain
Real estate + financial advisory
Deliverable
client delivery
Required skills
Financial analysis, credit risk assessment, knowledge of banking regulations, document verification, budget calculation, client communication
Preferred skills
Autonomy in dossier management, prioritization, rigor
Technologies
Word, Excel, PowerPoint, Cifacil, Altoffice, Cifacil.io, Dammas, Connect Immo
Responsibilities
Receive and analyze client contacts, schedule discovery meetings, collect and verify administrative documents, assess credit risk against bank criteria, calculate budget envelopes for accessible housing, accompany clients through banking procedures, support sellers with financing concepts
Seniority
Mid-level, hands-on IC