Finance Consultant - Barcelona

Finance Consultant - BarcelonaBarcelona · Published on May 14, 2024DescriptionEngel & Völkers Finance Spain, is an expert consultant specialized in the management and negotiation of mortgage and finance solutions, from the beginning to the end of the process, advocating transparency, offering an exclusive service with high added value.Minimum requirementsEducational backgroundDiploma or degree.LCCI qualification. Real Estate Credit Intermediary, (ICI), Real Estate Credit Expert, (ECI) or Real Estate Credit Advisor, (ACI).Preferably with the 15 hrs annual update training required in 2023 by LCCI.To be able to serve our international clients. English level C1 or similar. Other languages are desirable.Computer user level, (Excel, Power Point).Used to work with CRM, (SalesForce, Force Manager…).Professional experience. Used to manage mortgage operations, (client pre-qualification, pre-analysis of risks and documentation, simulations, etc).Duties/responsibilities. Offer a tailor-made financial solution that best suits the exclusive project and needs of our clients, developing a high added value service.Intermediating with the different collaborating banks for the best mortgage solution, providing accurate feedback to all parties involved in the process.Personalized customer management throughout the customer journey from the first contact the notary's office.Responsible for monitoring the operation and quality of service in the customer-bank relationship at all stages of the funnel.Skills:Proactive, hands on, winners attitude and mentality.Analytical and organizational skills. Used to work by processes and priorities.Vocation of service to both external and internal customers. Team player.Focus on achieving the best possible results, exceeding objectives.