Mortgage Advisor
Posted 22 days ago · 0 applicants
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The role in plain words
The Mortgage Advisor will guide clients through the end-to-end mortgage application and refinancing process from the office in Haifa. Day-to-day responsibilities include conducting financial assessments, preparing and reviewing documentation, and coordinating directly with banks and financial institutions. The role also involves collaborating with the consulting team and participating in mortgage-related marketing and outreach.
- Strong knowledge and practical experience in Mortgages and Finance, including mortgage structures, interest rates, and lending criteria
- Skills in Financial Planning to assess client affordability, long-term financial goals, and risk management
- Excellent analytical and numerical skills, with attention to detail in documentation and compliance
- Clear and professional communication skills in spoken and written English
- Ability to work on-site in Haifa, manage multiple client cases, and maintain high ethical and professional standards
- Hebrew proficiency
- Prior experience in banking, mortgage brokerage, or financial consulting
Extracted from the job description · kept up to date automatically
Who this suits
This role suits individuals with strong knowledge of mortgage structures and finance who hold a CeMap qualification or equivalent, or are willing to obtain one. It is less ideal for those who cannot work full-time on-site in Haifa or who lack the analytical skills required for detailed financial planning.
Full job description
Original listing · kept for referenceCompany Description קניג פיננסים is a consulting firm specializing in tailored business and financial advisory services for small and medium-sized businesses. The company supports clients with a wide range of professional services, including business planning, cash flow management, and ongoing financial oversight. It also provides guidance for grant applications, real estate transactions, tenders, and the process of obtaining or refinancing mortgages. In addition, קניג פיננסים advises on business sales and acquisitions and helps create financial order within the business. The firm is focused on helping clients manage their operations more efficiently and achieve sustainable business success.
Role Description The Mortgage Advisor is a full-time, on-site role based in Haifa. This role involves advising clients on mortgage options, refinancing opportunities, and financial strategies that fit their individual and business needs. The Mortgage Advisor will conduct detailed financial assessments, explain mortgage products and terms, and guide clients through the end-to-end mortgage application process. Day-to-day tasks include preparing and reviewing documentation, coordinating with banks and financial institutions, and ensuring regulatory compliance. The role also requires proactive communication with clients, collaboration with the wider consulting team, and participation in mortgage-related marketing and outreach activities.
Qualifications
• Strong knowledge and practical experience in Mortgages and Finance, including mortgage structures, interest rates, and lending criteria.
• Skills in Financial Planning to assess client affordability, long-term financial goals, and risk management.
• Experience or familiarity with Mortgage Marketing, including client acquisition, relationship management, and presenting mortgage solutions clearly.
• CeMap Qualified or equivalent mortgage advisory certification, or a strong willingness to obtain relevant qualifications.
• Excellent analytical and numerical skills, with attention to detail in documentation and compliance.
• Clear and professional communication skills in spoken and written English; Hebrew proficiency is a strong advantage.
• Ability to work on-site in Haifa, manage multiple client cases, and maintain high ethical and professional standards.
• Prior experience in banking, mortgage brokerage, or financial consulting is beneficial.
Questions about this role
- This listing did not state a salary. We only show pay when the employer publishes it.
- On-site
- Strong knowledge and practical experience in Mortgages and Finance, including mortgage structures, interest rates, and lending criteria, Skills in Financial Planning to assess client affordability, long-term financial goals, and risk management, Excellent analytical and numerical skills, with attention to detail in documentation and compliance, Clear and professional communication skills in spoken and written English, Ability to work on-site in Haifa, manage multiple client cases, and maintain high ethical and professional standards