Sales Assistant – Mortgage Backoffice (m/f/d)

About Finance for Expats

Finance for Expats is one of Germany’s leading financial advisory firms for international Expats. We support our clients holistically with real estate financing, insurance, tax advisory and financial planning – independent, transparent and client-focused.

Your role

You will be an important link between prospects, clients, our mortgage advisory team, real estate agents and other stakeholders. This is a sales-related support role, but it does not include independent mortgage advice or responsibility for creating individual financing solutions.

Lead and appointment management

• Handle incoming enquiries from prospective clients.
• Contact potential clients and coordinate appointments for our advisory team.
• Collect initial information about the client’s situation, plans and financing needs.
• Maintain contact with prospects and support the follow-up of open enquiries.

Supporting the financing process

• Support our mortgage advisors in preparing client meetings.
• Request the required documents from clients and real estate agents.
• Organise and maintain incoming documents and prepare them for further processing.
• Support the preparation of mortgage applications for our banking partners.
• Coordinate missing documents and open questions with the relevant stakeholders.
• Keep our advisors informed about the current status of each case.

CRM and organisation

• Maintain and update our CRM system.
• Make sure that client data, documents and meeting information are recorded completely and accurately.
• Document contacts, enquiries and next steps.
• Support the team with organisational and administrative tasks in day-to-day operations.

Your Profile

• Completed vocational training in a commercial or comparable field, or a completed degree, ideally with a focus on business, finance or real estate.
• Fluent German skills, both written and spoken.
• Fluent English skills, both written and spoken, as you will regularly work with international clients.
• A structured and careful way of working.
• Enjoyment of communication and of working with different people by phone and in writing.
• A good understanding of numbers and documents.
• Confident use of digital tools and standard office applications.
• Experience with CRM systems is an advantage.
• Reliability, a strong sense of responsibility and the ability to keep track of several cases at the same time.
• An interest in real estate, mortgage financing and working with international clients.

What we offer

• A full-time position in mortgage financing and mortgage back-office operations.
• An international working environment with clients from different countries.
• A workplace in our office in Hannover.
• Structured onboarding into the processes involved in real estate financing.
• The opportunity to develop your professional knowledge and build a career in the mortgage financing sector.
• Support for suitable professional training, for example in connection with the German § 34i GewO qualification.
• Flat hierarchies and short decision-making processes.
• The opportunity to help shape processes and structures in a growing company.

Ready to Start Your Career in Finance?

How to apply

If you have completed vocational training or a degree, speak fluent German and English, and enjoy working in a structured way with clients as well as internal and external partners, we would be happy to hear from you. Join Finance for Expats and help our clients successfully navigate the German property market.