Service Advisor

Responsibilities

• Provide high-quality service to real estate clients by guiding them through the mortgage credit process, document integration, and formalization.
• Offer financial alternatives and solutions to ensure clients find the best mortgage options for their home purchase.
• Monitor construction progress and follow up on complementary procedures for the signing of deeds.
• Manage and update client records in Salesforce, including file status, fiscal information, and credit values.
• Coordinate the scheduling of signings with various notary offices and banks.
• Ensure the timely delivery of annual programs and INFONAVIT credit information forms (SIC).
• Collaborate with internal departments to achieve company revenue goals through efficient deed processing.

Requirements

• Proven experience in mortgage credit management.
• Strong customer service skills with a focus on empathy and clarity.
• Solid administrative and organizational abilities.
• Basic knowledge of finance and credit analysis.
• Proficiency in basic Excel.
• Ability to work autonomously and solve complex problems.

Preferred Qualifications

• Experience with notary procedures and real estate industry workflows.
• Background in sales and professional communication.
• Ability to manage and resolve client disagreements or difficulties effectively.

About the Company

GP Vivienda is a real estate company dedicated to providing housing solutions through efficient credit management and high-quality customer service.