Associate, Mortgage Assessment & Servicing

China, Beijing Branch; Hong Kong; On-site; HKD 350,000 - 520,000; Full time

Job summary

DBS Consumer Banking Group in Hong Kong seeks a Mortgage Application Processing professional to support enquiry handling, data input, and credit review workflows at One Island East. You will coordinate between Credit and Sales, ensure policy compliance, and provide reporting support.

A Diploma or higher qualification and strong Cantonese, Mandarin and English skills are required. The role emphasizes customer engagement, relationship-building with external stakeholders, and a proactive,

Qualifications

• Diploma or higher qualification is required.
• Fluent in Cantonese, Mandarin and English; Mandarin fluency a plus.
• At least 5 years of relevant sales experience, preferably in consumer products or mortgage loans.
• Certifications such as general insurance and CPD compliance are preferred.

Responsibilities

• Support mortgage enquiry and application assessment.
• Input and update mortgage application data accurately.
• Conduct KYC, credit checks, and document verification before approval.
• Liaise with Credit team and Sales to resolve queries during credit review.
• Provide servicing, administrative and reporting support to the team.
• Generate reports for monitoring and management review.

Skills

Sales experience

Communication

Networking

Stakeholder management

Education

Diploma or higher qualification

Job description

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

Mortgage Application Processing

• Support mortgage enquiry and application assessment
• Accurately input and update mortgage application data within the system.
• Assess mortgage loan application by conducting KYC, internal checking, credit rules fulfillment, document verification before credit approval
• Ensure compliance with credit policy and regulatory requirement
• Liaise between the Credit team and Sales to clarify queries and resolve issues during the credit review process, ensuring timely case completion.
• Provide servicing, administrative & reporting support to the team
• Conduct UAT to support product / system initiatives and enhancement
• Assist in the processing and monitoring of staff mortgage applications.

Data Management and Reporting

• Maintain proper records, ensuring data accuracy and confidentiality at all times.
• Generate daily, weekly, and ad-hoc reports for internal monitoring and management review.

General Support

• Support other ad-hoc tasks or projects as assigned by the Team Lead.

Requirements

• A Diploma or higher qualification.
• Proficiency in spoken Cantonese, Mandarin and English, with fluency in Mandarin is a plus
• A minimum of 5 years of relevant sales experience, preferably within consumer products or mortgage loans.
• Possession of relevant certifications, such as general insurance, along with adherence to ongoing Continuing Professional Development (CPD) requirements.
• Proven ability to establish and nurture strong relationships with external stakeholders, including potential referral agents or brokers.
• A strong passion for sales, coupled with excellent presentation and interpersonal skills, capable of engaging effectively with individuals at all levels.
• An independent worker with a team-oriented mindset, capable of effectively collaborating across both front-line and internal departments.
• Outgoing personality with excellent interpersonal skills and a proven track record in building relationships and networking within the industry.

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

Location: One Island East

Job: COO Office/Business Mgt & Support

Schedule: Regular

Employee Status: Full time