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2026-08-15 16:06:40 +02:00

2.1 KiB

Competences — mortgage broker

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/3f277813-3cab-4c5d-bfeb-613e449b31c5).

Essential

  • actuarial science (knowledge)
  • banking activities (knowledge)
  • collect property financial information (skill/competence)
  • credit control processes (knowledge)
  • decide on loan applications (skill/competence)
  • examine mortgage loan documents (skill/competence)
  • inform on interest rates (skill/competence)
  • interview bank loanees (skill/competence)
  • maintain client debt records (skill/competence)
  • maintain credit history of clients (skill/competence)
  • manage loan applications (skill/competence)
  • moderate in negotiations (skill/competence)
  • monitor loan portfolio (skill/competence)
  • mortgage loans (knowledge)
  • negotiate loan agreements (skill/competence)
  • obtain financial information (skill/competence)
  • property law (knowledge)
  • provide support in financial calculation (skill/competence)
  • real estate underwriting (knowledge)
  • securities (knowledge)
  • tax legislation (knowledge)

Optional

  • analyse financial risk (skill/competence)
  • analyse loans (skill/competence)
  • assist in loan applications (skill/competence)
  • business loans (knowledge)
  • communicate with banking professionals (skill/competence)
  • consult credit score (skill/competence)
  • debt systems (knowledge)
  • examine credit ratings (skill/competence)
  • foreclosure (knowledge)
  • interpret financial statements (skill/competence)
  • protect client interests (skill/competence)
  • synthesise financial information (skill/competence)

Market evidence (job-ad analysis, 44 ads, as of 2026-07-18)

Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.

Hard skills

  • loan origination — 30 %
  • sales — 27 %
  • financial analysis — 20 %
  • mortgage origination — 18 %

Responsibilities

  • loan closing — 18 %
  • client communication — 18 %