Job Description
Home Finance advisor Job Description
Organization Unit Purpose
Objective
- To achieve allocated targets for acquisition of Home Finance Business.
- To bring new customers to the bank as per allocated targets
- To ensure timely and quality service for customers as per the defined service levels and turnaround time.
Job Purpose
- Responsible for selling Home Finance products.
- Meet with applicants to obtain information for loan applications and answer questions about the process.
- Analyze applicants’ financial status, credit, and property evaluations, to determine feasibility of granting finance.
- Explain to customers the distinct types of finance and credit options that are available, as well as the terms of these services.
- Obtain and compile copies of finance applicants’ credit histories, corporate financial statements, and other financial info...