Job Description
Banking Jobs, HF Group Jobs.
Principle Accountabilities
- Providing home loan solutions to customers looking to purchase property by evaluating customer’s financials.
- Taking the potential customers through our products and services as well as helping them make decisions as to what best suits their needs
- Assisting the customers with the mortgage loan application process
- Reviewing loan applications, verifying information, and determining eligibility
- Onboarding new customers and assisting the customers with the initial step in the mortgage application
- Actively updating customers on changes in policy, eligibility, application status, or any other information
- Responding to customer inquiries in a professional manner
- Ensure compliance with confidentiality policies throughout the process
- Build a supportive referral network (e.g. with clients, developers, and real estate agents)
- Resolving customer issues in a timely manner
- Attending promotional events, to showcase our mortgage proposition and ensure conversion of leads derived from the activation
- Creating weekly, monthly, and annual reports
- Other duties as assigned.
Key Competencies and Skills
Skills
- Experience as a mortgage loan officer or in a similar role
- Previous experience in sales or customer support is an asset
- Great analytical skills
- Excellent communication, influencing, and negotiating skills
- Good organization and administrative skills
- High integrity and reliable
- A strong team player
- Ability to work with minimal supervision
Minimum Qualifications, Knowledge and Experience
Requirements for the Job
To succeed in this role, it is important to be client-oriented and have strong analytical skills. A degree in Finance or Business is a plus.
- Bachelor’s degree in Finance, Economics, Business administration, Accounting or related field of study
- 2-5 years experience of experience in a similar role
- Keen attention to detail and analysis are required
- Customer Service skills
How to Apply
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