COMPANY
A financial institution specializing in mortgage lending, with over 60 years of experience in the industry, offering its customers a comprehensive solution for their home-buying financing needs.
CANDIDATE
The successful candidate will be responsible for:
- Customer Service:
- Ensuring in-person and digital support for customers who contact the company;
- Monitoring the customer portfolio.
- Client and Transaction Analysis:
- Conducting a detailed review of each transaction to ensure the request is properly classified and the appropriate solution is analyzed;
- Record the analysis in the system.
- Financial Capacity and Solvency Analysis:
- Request the necessary documentation for the Risk Department to conduct a financial capacity analysis of clients and/or a solvency analysis;
- Ensure receipt of the requested documentation;
- Present proposed solutions to the Area Manager or Management;
- Submit risk analysis requests to the Back Office for processing.
- Communication and Presentation of Solutions:
- Communicate decisions/solutions appropriate to the situation presented by the client;
- Support clients through the implementation of the solutions.
PROFILE
- Minimum education: 12th grade; a college degree in Economics, Business Administration, Law, or Banking is preferred;
- At least 1 year of experience in customer service roles;
- General knowledge of credit financing;
- Knowledge of English (preferred);
- Proficiency with computer software (Office).
Opportunity to join a company listed as a Great Place to Work!
Selected candidates will be contacted within 10 business days.
EGOR Talent Acquisition: Success Through People