Home Finance Specialist

beBeeMortgage; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading mortgage provider in Dubai seeks a proactive mortgage professional to guide customers through the home financing journey. Responsibilities include managing inbound opportunities, building a robust lead pipeline, collecting documents, and collaborating with internal teams to ensure seamless case progression. Exceptional customer service is key, along with maintaining accurate case records in Salesforce. Join a dynamic team to help clients find suitable mortgage solutions tailored to their needs.

Qualifications

• Proactive approach to customer service and home financing.
• Ability to assess customer eligibility for mortgage solutions.
• Experience in managing customer relationships effectively.

Responsibilities

• Manage qualified inbound opportunities from various sources.
• Develop a lead pipeline through networking and outreach.
• Collect necessary documents and structure mortgage solutions.
• Collaborate with internal teams to progress cases smoothly.
• Maintain accurate records in Salesforce.
• Provide exceptional customer service.

Job description

Job Overview

A proactive mortgage professional will guide customers through the home financing journey with confidence and clarity.

Key Responsibilities

• Effectively manage qualified inbound opportunities from marketing campaigns, CRM workflows, and partnerships.
• Develop a robust lead pipeline through referrals, networking, and personal outreach initiatives.
• Collect necessary documents, assess eligibility, and structure personalized mortgage solutions tailored to customer needs.
• Collaborate closely with internal teams to ensure seamless progression of cases.
• Maintain accurate and up-to-date case records in Salesforce.
• Deliver exceptional customer service and trusted advisory experiences.