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Qualified Person

Specialist Consultant for Mortgages with TÜV Rheinland certified Qualification

Certificate Holder: Dieter Franken

Test Mark Number: 0000062072

Certified competencies

In the examination participants prove their knowledge in the following areas:

  • The mortgage process at Allianz
  • Client approach and consultation
  • Application, credit check (acceptance criteria) and loan approval.
  • Preparation of offer and conclusion of contract
  • Allocation of a mortgage and disbursement
  • Client service and cross selling
  • Conditions, products and product options
  • Renewals
  • Principles of respect
  • Cancellation of loan according to § 489 Civil Code BGB

Specialist Consultants for Mortgages with TÜV Rheinland certified Qualification have proven competence in advising clients in the area of mortgaegs according to their requirements and in preparing appropriate financing offers for the client.
 

Contact

Dieter Franken, Germany
sfs.ohg@allianz.de
www.sfs-ohg.de