Financing Specialist (m/f/d)

I am an independent financing broker and cover two equally important areas: private real estate financing for owner-occupiers and investors, as well as commercial real estate financing – from large-volume project financing to existing business and interim financing. For this, I work with a developed network of banks.

I am looking for someone who can independently prepare and manage financing requests – from the initial inquiry to the bank indication. Negotiation and closing remain with me – you ensure that every process is prepared cleanly, quickly, and ready for the bank.

Tasks

• Customer & Document Management: You will take on financing requests, request the necessary documents, and precisely check them for completeness and plausibility.
• Preparation for Bank Submission: You will create structured document packages – including exposé, cover letter, and calculation – and select the right bank partners for the respective scenario.
• Processing & Follow-up: You will submit the applications, maintain consistent contact with the banks, and follow up.
• Offer Comparison: You will evaluate the incoming bank feedback and interest offers and prepare them for the customer in an easily comparable format.
• Versatile Portfolio: You will manage both private real estate financing and commercial project financing.

Qualifications

You have extensive experience in real estate financing – both in private real estate financing and in the commercial credit sector (e.g., from bank or savings bank consulting, a financing department, or the back office of a property developer or project developer). You can confidently read a private household budget and a commercial project calculation. Terms such as loan-to-value ratio, or debt service are everyday for you. You work independently and think proactively, rather than just processing.

I offer you a key role directly by my side, with real scope for design instead of routine administrative work. Access to an established, high-quality network of banks and partners. Hybrid working with a flexible division of office and home office. Full-time or part-time – for the right person, I will find the suitable model.