Mortgage Advisor

HSBC; Kuala Kubu Bharu; On-site; MYR 30,000 - 60,000; Full time

Job summary

A leading banking institution is seeking a Mortgage Advisor in Kuala Kubu Bharu. The role involves managing mortgage applications, ensuring compliance with banking policies, and delivering excellent customer service. Candidates should have a university degree and 2-3 years in a sales-related quality assurance role. Proficiency in English and strong analytical skills are essential, with knowledge of Mandarin and Bahasa as a plus.

Qualifications

• 2-3 years experience in quality assurance and audit related to sales.
• Experience in mobile/direct sales is an advantage.
• Well-versed with risk factors and decision-making.

Responsibilities

• Handle referred mortgage applications.
• Verify customer information and documents.
• Follow up on mortgage application statuses.
• Maintain strong relationships with referral sources.
• Provide excellent customer engagement.

Skills

Analytical capacity

Written English proficiency

Attention to detail

Computer skills in Excel, PowerPoint, Word

Sales experience

Education

University degree

Job description

Some Careers Grow Faster Than Others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC International Wealth and Personal Banking.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking an ambitious individual to join our International Wealth and Personal Banking team in the role of Mortgage Advisor, working together with colleagues to define, manage and achieve divisional business targets.

Principal Responsibilities

• To handle all referred mortgage applications by LG Type 2.
• To perform verification of customer information included personal details, income declaration and payment capacity prior submission via recorded telephone.
• To appeal and follow up on customer mortgage application status. Provide sound justification and write up for customer application.
• To ensure all customer documents is in order prior submission and follow up with customer on additional required information during sales process.
• To ensure all mortgage application are accurate and in accordance with the HSBC Bank policy standards and regulatory requirements.
• Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of respond either face to face or at the telephone.
• Make a regular visit to LG Type II agency to maintain strong referral relationship and timely update on policy updates and on-going promotion.
• To ensure high standard of sales and service as required by bank's standard by providing excellent customer engagement and experience journey.

Qualifications - Internal

• A university degree is preferred for this role as it involves analytical capacity and quick and measured responses on a daily basis.
• Candidates must have at least 2 to 3 yrs experience in managing and dealing with quality assurance and audit related in a sales environment. Experience in Mobile Sales/Direct Sales environment will be an added advantage
• Must be meticulous, detailed and must be strong in written English to be able to present findings and recommendation from a Quality Assurance perspective.
• Candidate must be well versed with the various risk factors and system dependency and be able to make suitable decisions.
• Candidate must be proficient in English. Mandarin and Bahasa Language will be an advantage.
• Advanced computer skills in Excel, Power point and word is the key requirement for this role.

Due to local laws and governance, candidates with immediate right to work locally and no relocation need will be prioritised.

When applying, please submit a full resume and attach your appraisal reports for the last two years. Your local internal application policy should also be followed. For internal applicants with less than eighteen months in their current role, please also obtain and enclose line manager endorsement in the application.

Opening up a world of opportunity.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by HSBC Bank Malaysia Berhad