Hypotheekadviseur

Als Hypotheekadviseur bij Univé Noord-Holland inventariseer je wensen en toekomstplannen, adviseer je (of groei je toe naar) hypotheken en complexe financiële producten, leg je adviezen zorgvuldig vast en bouw je klantrelaties en een portefeuille op.
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Automatisch verbeterd voor betere leesbaarheid
Role purpose: Advise clients on mortgage solutions and guide them through the full application process, ensuring compliant, customer-focused decisions. - Conduct client intake and financial analysis (income, assets, liabilities, risk profile). - Compare mortgage products, rates, conditions, and lender requirements to recommend best-fit options. - Prepare and submit mortgage applications, including required documentation and affordability checks. - Explain terms, costs, risks, and timelines clearly to clients and stakeholders. - Coordinate with lenders, notaries, real estate agents, and internal teams to progress cases. - Ensure adherence to relevant laws, regulations, and internal compliance standards. - Maintain accurate client records and provide status updates throughout the process. Required skills and qualifications - Mortgage advisory expertise and strong understanding of lending criteria and products. - Analytical skills to assess affordability, scenarios, and financial implications. - Communication skills to translate complex information into clear advice. - Customer service mindset with consultative selling and relationship management. - Accuracy and compliance focus; strong documentation and process discipline. - Tools : CRM and standard office software; ability to work with digital application workflows. - High-quality, compliant advice and complete application files. - Efficient turnaround times and strong client satisfaction. - Consistent conversion of leads into approved mortgage solutions.
Ben jij al een zelfstandig hypotheekadviseur? Of werk je bijvoorbeeld in de hypotheekbinnendienst ...