Mortgage broker
Also searched as: Intermediario financiero para préstamos hipotecarios
Code 3311.2.2
What does a Mortgage broker do?
Mortgage brokers handle mortgage loan applications from clients, collect loan documentation and search for new mortgage lending opportunities. They complete and close mortgage loan processes for their clients.
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Essential skills
Knowledge
- banking activities
- real estate underwriting
- actuarial science
- property law
- tax legislation
- credit control processes
- mortgage loans
- securities
Skills and competences
- decide on loan applications
- interview bank loanees
- evaluar el riesgo hipotecario
- examine mortgage loan documents
- inform on interest rates
- maintain client debt records
- moderate in negotiations
- obtain financial information
- provide support in financial calculation
- collect property financial information
Transversal competences
- manage loan applications
- maintain credit history of clients
- negotiate loan agreements
- monitor loan portfolio
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What to assess for this role
Technical knowledge can be verified with tests and references. What never shows up on a CV are the transversal competences, and they explain most failed hires. Before closing, it pays to measure them with a standardised battery.
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Sources
This service uses the ESCO classification of the European Commission and the Mapha Taxonomy developed by OTIC SOFOFA (CC BY 4.0), in an adapted version. Group codes come from the ILO's ISCO-08. See sources and licences