Mortgage loans

Essential for

• Foreclosure specialist
  Foreclosure specialists revise documentation related to properties that are under foreclosure. They assist clients whose property has been reclaimed by banks due to non-payment of …
• Mortgage broker
  A mortgage broker, or a mortgage credit intermediary, is a natural or legal person who is not acting as a creditor or notary and not merely introducing, either directly…
• Property insurance underwriter
  Property insurance underwriters assess and determine the risk and coverage of a client's property insurance. They analyse and review underwriting policies according to legal regula…
• Real estate agent
  Real estate agents administer the sales or letting process of residential, commercial properties or land on behalf of their clients. They investigate the property's condition and a…
• Title closer
  Title closers handle and investigate all documentation needed for a property sale, including the contracts, settlement statements, mortgages, title insurance policies, etc. They en…

Optional for

• Credit adviser
  Credit intermediaries are natural or legal persons who offer credit agreements to consumers. They act on behalf of creditors to conclude agreements with consumers. Credit advisers …
• Financial planner
  A financial planner or personal financial planner helps others with their financial issues and planning such as retirement, investments and insurance. They strategise according to …
• Credit manager
  Credit managers oversee the application of credit policy in the bank. They decide the credit limits to be imposed, the reasonable levels of risk accepted and the conditions and…
• Credit union manager
  Credit union managers oversee and manage member services, supervise staff and operations of credit unions. They inform staff about the latest credit union procedures and policies a…
• Bank manager
  Bank managers oversee the management of one or several bank activities. They set policies which promote safe banking operations, ensure the economic, social and commercial targets …
• Loan officer
  Loan officers assess and authorise the approval of loan applications for individuals and businesses. They ensure complete transactions between loan organisations, borrowers, and se…
• Notary
  Notaries ensure the authenticity and legitimacy of official documents such as declarations, certificates, contracts, deeds and purchases. They examine the documents, witness the si…
• Relationship banking manager
  Relationship banking managers retain and expand existing and prospective customer relationships. They use cross-selling techniques to advise and sell various banking and financial …