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