Finance Consultant

hace 1 semana


Madrid, Madrid, España Engel & Völkers A tiempo completo
Finance Consultant - MadridMadridDescription

Engel & Völkers Finance Spain, is a specialist consultant focused on managing and negotiating mortgage and finance solutions while prioritizing transparency. We provide an exclusive service with significant added value.

Minimum requirements

A fantastic opportunity to be part of an ambitious multinational project with the world's leading company in the luxury residential sector.

  • Educational background:
    • Diploma 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 equivalent. Other languages are a plus.
    • Computer user proficiency (Excel, Power Point).
    • Experience with CRM systems (SalesForce, Force Manager...).
  • Professional experience:
    • Experience in managing mortgage operations, including client pre-qualification, risk analysis, documentation, and simulations, among others.
  • Duties/responsibilities:
    • Provide customized financial solutions tailored to the unique projects and needs of our clients, offering high added value services.
    • Collaborate with various banks to secure the best mortgage solutions, ensuring clear communication among all involved parties.
    • Deliver personalized customer service throughout the entire customer journey, from initial contact to completion at the notary's office.
    • Monitor and maintain service quality in the customer-bank relationship across all funnel stages.
  • Skills:
    • Proactive, hands-on approach with a winning attitude.
    • Strong analytical and organizational skills, accustomed to working methodically and setting priorities.
    • Customer-oriented mindset for both external and internal clients, fostering teamwork.
    • Drive to achieve outstanding results, surpassing set goals.

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