The banking jobs: Transformation project consultant
Amid rapid changes in markets, sectors and new technologies, the development of BNP Paribas'...
Marion Portigliatti Presa, Adviser specialized in real estate at BNP Paribas, in Grésy-sur-Aix, tells her missions in 4 questions.
The role of an “adviser specialized in real estate” was created to professionalize the composition of mortgage applications. I assemble these applications for the six branches in my sector: the advisers send me all the necessary supporting documents. Next we have a meeting by videophone, which lets me “live present” the offer to the customer. Once everything is explained, I send the mortgage application to the adviser who prints it out and has the customer sign it.
For example, since early 2017, I now go every four months to the branches whose applications I manage to adjust the division of roles with the customer advisers and answer their questions, review regulations, etc. I act as a sort of “real estate reference!”
Before occupying my new role, I completed six months of training, which gave me a qualification. It combined theory classes and meetings with the services associated with mortgages—credit, sales, insurance, mortgage. So I spent four days with the “credit” service, while I also met employees from Cardif and Real Estate.
Lastly, I want to underline the fact that as a young graduate, I was offered a position of high responsibility at BNP Paribas, while competing banks offered me less rewarding low-level jobs. BNP Paribas gave me the opportunity that my education deserved!
I want to keep perfecting my skills and continue to develop my business to become more efficient and faster, because applying for a mortgage is a key moment for customers! I want to keep getting better and more efficient in my new business, which I see as a stepping stone to a future position with greater independence and more responsibility.
“ Choosing to work at an international group with a positive image is immensely rewarding—I am proud to work here! At the same time, it takes a lot of rigor and commitment. I have seen high professional standards here, which I notably realized when discovering competing mortgage offers brought in by our customers that showed a lack of rigor and precision. The Group’s high standards force us to evolve and give the best we have! ”
Adviser specialized in real estate