Real Estate Financing Specialist B2B

ATLAS is the service company of Deutsche Vermögensberatung AG (DVAG). As a real estate financing specialist B2B, you support wealth advisors with complex requests about private real estate financing, coordinate cooperation with financing partners and help create tailored financing solutions for customers.

• Professionally supporting wealth advisors with real estate financing and follow-up financing and developing individual financing concepts for different customer situations
• Coordinating cooperation with financing partners, banks and credit institutions, assessing financing options and identifying the best solutions
• Accompanying financing requests from submission to credit decision, checking documents for completeness and ensuring high process and advisory quality
• Supporting sales with technical questions on real estate financing, credit checks, product solutions and regulatory requirements

• Sound knowledge of arranging, advising on or processing real estate financing and knowledge of the requirements of the financing and lending business
• Expertise under § 34i GewO and several years of practical experience in advising on or arranging real estate financing, ideally in financial sales organizations, intermediary organizations, banks or financial service providers
• Ability to explain complex financing topics clearly, a service-oriented approach and confident communication with sales partners, banks and other parties
• Ideally training in banking, as a real estate agent (Immobilienkaufmann/-frau) or a comparable qualification