Financial advisors specializing in construction projects for individuals of all genders (male, female, diverse)
Sparkasse Passau, a financial institution with a strong regional presence, is seeking an enthusiastic individual to join their advisory team in mortgage financing. The ideal candidate will act as a "driver" for the mortgage financing business, helping clients realize their homeownership dreams.
About the Role
As a Dream Home Fulfiller in mortgage financing, you will be responsible for advising and selling mortgage financing to private customers. You will manage assigned sales units in the mortgage financing area and actively support them in acquiring mortgage financing customers.
Requirements
Educational Background
A completed commercial or banking education, such as a bank apprenticeship, degree in finance, business administration, or a comparable field, is essential.
Professional Experience
Experience in mortgage financing or real estate financing is preferred, but not mandatory. Knowledge of credit assessment and risk evaluation in real estate loans is highly desirable.
Skills and Competencies
Strong customer orientation and communication skills are crucial. You should be able to understand clients' needs and match financing solutions accordingly. Analytical skills to assess financial documents and creditworthiness are also necessary. Good negotiation and sales skills are essential for this role.
Personal Characteristics
You must be reliable, diligent, and responsible. A team player mentality and the ability to work independently are key. High motivation and enthusiasm for helping clients realize their homeownership dreams are essential.
Technical Requirements
Proficiency in using banking software and Microsoft Office applications is required. Fluency in German, both verbal and written, is a must.
Additional Qualifications
Certification or additional training in mortgage and real estate financing, as well as experience with digital customer advisory processes, are optional but preferred.
Working at Sparkasse Passau
With approximately 550 colleagues, Sparkasse Passau offers opportunities for both full-time and part-time work. The position offers a strategic course for the future with their vision 2030. Sparkasse Passau is a stability and trust anchor, with regionality and networks being key added values.
Tradition and digital banking are optimally complemented at Sparkasse Passau. The institution advises, guides, and acts as a platform for people and businesses in their region. Sparkasse Passau offers mortgage financing for various purposes, including new construction, acquisition, and modernization.
How to Apply
The selected individual will undergo an initial qualification and onboarding phase, ideally as a junior. For more information about the position and benefits, visit the Career Portal.
The contact person for further questions is Birgit Müller, Head of Mortgage Financing Advisory, who can be reached at +49 851 398-1864 or [email protected].
A high customer orientation, combined with risk awareness, profit orientation, and a friendly and engaging manner, completes the candidate's profile. If you are passionate about helping clients achieve their dream of homeownership, apply today!
- The role at Sparkasse Passau requires the Dream Home Fulfiller to possess a completed commercial or banking education, such as a bank apprenticeship, degree in finance, business administration, or a comparable field, to advise and sell mortgage financing to private customers.
- For the role of Dream Home Fulfiller, fluency in German and proficiency in using banking software and Microsoft Office applications are essential, while additional qualifications such as certification in mortgage and real estate financing, and experience with digital customer advisory processes are preferred.
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