Mortgage Advisor

Mortgage Direct; Logroño; Presencial; EUR 30.000 - 60.000; Jornada completa

Descripción de la vacante

Ein innovatives Unternehmen sucht unabhängige Hypothekenberater mit einem soliden finanziellen Hintergrund. In dieser Rolle bewerten Sie die finanziellen Szenarien der Kunden und vermitteln die am besten geeigneten Hypothekenlösungen. Sie arbeiten eng mit Banken und Immobilienagenturen zusammen, um eine Vielzahl von Optionen anzubieten, und begleiten die Kunden während des gesamten Antragsprozesses. Das Unternehmen bietet eine umfassende Mentoring-Programm, um neuen Beratern den Einstieg zu erleichtern und ihre Karriere zu fördern. Wenn Sie die Fähigkeiten und den Antrieb haben, in dieser dynamischen Rolle erfolgreich zu sein, freuen wir uns auf Ihre Bewerbung.

Formación

• Bachelor-Abschluss in Finanzwesen oder Betriebswirtschaft erforderlich.
• Erfahrung im Bankwesen oder Vermögensverwaltung ist von Vorteil.

Responsabilidades

• Bewertung der finanziellen Situation der Kunden und Vermittlung geeigneter Hypotheken.
• Aufbau von Beziehungen zu Banken zur Sicherung einer breiten Palette von Hypothekenoptionen.

Conocimientos

Finanzanalyse

Verhandlungsgeschick

Kundenservice

Marktforschung

Educación

Bachelor in Finanzwesen

Bachelor in Betriebswirtschaft

Herramientas

Google Suite

Pipedrive

Salesforce

Descripción del empleo

Mortgage Direct is an online mortgage broker company known for its dedication to maximizing the possibilities for our clients to secure the best mortgage deals. With a deep commitment to understanding the unique financial needs of each client and more than 16 years of market knowledge, our team offers unwavering support throughout the entire mortgage application process, ensuring a seamless experience.

As we strive to expand our operations, we are looking for independent Mortgage Advisors with a robust financial background.

Job Responsibilities :

• Assess clients' financial scenarios and intermediate for most suitable mortgage solutions.
• Cultivate relationships with a variety of Banks to secure a wide range of mortgage options for clients.
• Accompany clients throughout the mortgage application process, maximizing approval chances.
• Forge strategic partnerships with local real estate agencies focusing on non-residents and local bank branches.
• Maintain updated reports on sales and performance metrics.
• Stay ahead of industry trends, products, and practices to offer the most relevant advice and solutions.
• Professional Development : Engage in Mortgage Direct’s professional development activities, such as attending industry exhibitions, training sessions, and obtaining relevant certifications, to enhance knowledge and skills in mortgage advising.
• Demonstrated ability to work autonomously and maintain a results-oriented approach.
• Ability to establish and maintain relationships with diverse stakeholders, including clients and financial institutions.
• Commitment to staying updated on industry trends and developments.
• Unwavering commitment to customer service and understanding the unique financial needs of each client.
• Residency within the service area is preferable.

Qualifications :

• Bachelor's degree in Finance, Business Administration, or related field. Advanced qualifications in financial management will be highly valued.
• Experience in banking, wealth management, or family office roles.
• Proficiency in English and additional languages are beneficial.
• Outstanding negotiation skills.
• Proficiency in basic software applications, most importantly Google Suite, and CRM Applications (Pipedrive and Salesforce)

Mortgage Direct is committed to the growth and success of its advisors, and provides a comprehensive mentorship program to help newcomers get up to speed and create their own path for success. We believe in fostering an independent, results-driven culture that empowers each member of our team.

If you have the experience, skills, and drive to succeed in this role, we encourage you to apply.

We do not acknowledge or consider unsolicited CVs sent to any member of our team. We will not be held responsible for any fees or commissions in the event that we hire a candidate who applied to us directly or through an agency we instructed. This includes cases where an uninstructed agency may have also submitted the same candidate’s CV on a speculative basis.