Job offer

Real estate financing specialist - Acquisition and development

The job advertisement describes a position as a real estate financing specialist at BCV, which involves advising and supporting private banking clients and maintaining a network of real estate experts and brokers. The role also includes managing loan applications and promoting growth in the mortgage sector.

Tasks

  • Acquiring and developing contacts with those responsible for real estate projects and maintaining the network of brokers and real estate experts
  • Promoting mortgage growth by monitoring the competition and promoting BCV as a partner
  • Advising private banking clients on mortgage financing and available solutions, either alone or in collaboration with a private banking advisor
  • Processing credit applications from private banking clients in accordance with internal processes
  • Ensuring a smooth and efficient loan application process: proactive design and coordination between the various parties involved
  • Promotion of comprehensive advice by taking into account all aspects of pension provision and/or tax aspects
  • Tracking and processing events related to loans

Requirements

  • Experience in customer service and/or analysis in the mortgage sector
  • Very good knowledge of the real estate market in Vaud and of bank financing conditions
  • Comprehensive consulting expertise (pension planning, taxes, etc.)
  • Accuracy, solution orientation, negotiation skills, and interpersonal skills
  • Fluent in French and good knowledge of English

We offer

No information available.

Job details

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