Mortgage specialist

Type aanvraag:Werving en Selectie

Sint Maarten

Functie:Mortgage specialist
Referentie nummer:# 3525

What is the opportunity?

In this role, you will provide expert advice based on clients’ long term home financing needs and work collaboratively with other internal experts to meet their full suite of financial needs. You have an external business mindset and are able to customize mortgage solutions and advice to your clients. Your ability to develop relationships with both internal and external partners is crucial to your success, particularly within the community, realtors’ offices and other Centers of Influence. Further, you build client loyalty through your keen desire to provide exceptional advice and personalized service, while your proven motivation and entrepreneurial sales style allows you to drive the business results you desire.

What will you do?

  • Deliver a consistently superior client experience by providing tailor made mortgage and home financing advice, submission of high quality credit applications, and appropriate anchoring routines in order to consolidate banking relationships and generate additional sales opportunities for partners;
  • Introduce and anchor clients early to your branch partners considering customer needs and preferences, and respecting local market processes;
  • Respond to and resolve client problems at first point of contact whenever Maximize the use of all technology (e.g. Portable scanners, Laptops) to enhance productivity and client experience;
  • Keep informed of current events, market news and internal information
  • Maintain professional, advisory and supportive relationship with all  partners in local market and back office support groups;
  • Successfully drive your sales results through proper planning and sales routine activities;
  • Acquire mortgage clients through leads and build a pipeline of mortgage business while proactively building COI relationships;
  • Exercise due diligence to ensure “external partners” meet the companies, industry and legal standards;
  • Meet every client face-to-face at least once, and exercise due diligence in following all procedures relating to identification, verification, fraud, and anti-money laundering.

Kennis en vaardigheden

  • Undergraduate degree in Management or related field;
  • At least 2-3 years in lending/sales environment;
  • Excellent communication skills;
  • Strong organizational and planning skills;
  • Strong relationship building, networking and collaborative skills;
  • A vehicle in good working condition.

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