About the Job:

Are you a mortgage expert who is ready to transition from a traditional banking environment to a high-growth, tech-forward company We are seeking a Financial/Mortgage Advisor who combines a love for numbers with a passion for helping people achieve the milestone of homeownership.

In this role, you aren't just processing paperwork, you are a strategic partner. You will leverage your deep understanding of bank operations and consumer lending to navigate complex landscapes, ensuring our clients receive the best possible financial packages tailored to their unique needs.

This is a highly visible, customer-facing role where you will play a critical part in our customers homeownership journey and contribute directly to the success of our operations.

Key Responsibilities:

Daily Overview:

Provide end-to-end financial advisory support for customers seeking KPR and other home financing solutions
Analyze customer financial profiles (income, liabilities, affordability) to recommend optimal financing structures
Prepare and present financing proposals, comparisons, and pitch decks for customers and partners
Act as a key point of contact during the financing process, coordinating with banks, underwriters, and internal teams
Build, manage, and expand partnerships with financial institutions and related stakeholders
Develop and maintain a centralized financing resource hub, ensuring accuracy and relevance of information
Support sales teams by ensuring financing readiness and smooth loan processing
Maintain accurate records of customer interactions, applications, and outcomes in CRM systems and tracking tools
Ensure all activities comply with current mortgage policies, consumer lending regulations, and internal guidelines

Minimum Qualifications:

3-4 years experience in consumer lending, mortgage advisory roles within a financial institution
Sales, Client Acquisition and Account Management experience is preferred.
Solid understanding of mortgage products, credit assessment, and lending policies
Strong knowledge of applicable laws, regulations, and compliance requirements related to home financing
Proven track record of delivering excellent customer service and building strong relationships with clients and stakeholders
Ability to manage a high volume of client inquiries while providing clear, accurate financing guidance

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Account Manager - Mortgages