Related skills
crm customerservice financialanalysis mortgage creditassessment📋 Description
- Provide end-to-end financial advisory for home financing.
- Analyze customer profiles to tailor financing structures.
- Prepare and present financing proposals and pitches.
- Coordinate with banks, underwriters, and internal teams.
- Build and expand partnerships with financial institutions.
- Develop a centralized financing resource hub for accuracy.
🎯 Requirements
- 3-4 years in consumer lending or mortgage advisory roles.
- Sales, client acquisition, and account management experience preferred.
- Solid understanding of mortgage products, credit assessment, and policies.
- Strong knowledge of home financing laws, regulations and compliance.
- Proven track record of delivering excellent customer service.
- Ability to manage a high volume of inquiries with clear guidance.
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