Assistant Relationship Manager at HF Group

Principle Accountabilities


Providing home loan solutions to customers looking to purchase property by evaluating customer's financials.
Taking the potential customers through our products and services as well as helping them make decisions as to what best suits their needs
Assisting the customers with the mortgage loan application process
Reviewing loan applications, verifying information, and determining eligibility
Onboarding new customers and assisting the customers with the initial step in the mortgage application
Actively updating customers on changes in policy, eligibility, application status, or any other information
Responding to customer inquiries in a professional manner
Ensure compliance with confidentiality policies throughout the process
Build a supportive referral network (e.g. with clients, developers, and real estate agents)
Resolving customer issues in a timely manner
Attending promotional events, to showcase our mortgage proposition and ensure conversion of leads derived from the activation
Creating weekly, monthly, and annual reports
Other duties as assigned.


Key Competencies and Skills

Skills


Experience as a mortgage loan officer or in a similar role
Previous experience in sales or customer support is an asset
Great analytical skills
Excellent communication, influencing, and negotiating skills
Good organization and administrative skills
High integrity and reliable
A strong team player
Ability to work with minimal supervision


Minimum Qualifications, Knowledge and Experience

Requirements for the Job

To succeed in this role, it is important to be client-oriented and have strong analytical skills. A degree in Finance or Business is a plus.


Bachelor's degree in Finance, Economics, Business administration, Accounting or related field of study
2-5 years experience of experience in a similar role
Keen attention to detail and analysis are required
Customer Service skills