Mortgage Advisor

HSBC; Puchong; On-site; MYR 100,000 - 150,000; Full time

Job summary

A major international bank in Selangor is seeking a Mortgage Advisor to join their Wealth and Personal Banking team. You will be responsible for handling mortgage applications, verifying customer information, and maintaining strong referral relationships. The ideal candidate should have excellent customer engagement skills and be committed to providing a high standard of service. This position offers a competitive environment where you can thrive professionally.

Responsibilities

• Handle all referred mortgage applications by LG Type 2.
• Verify customer information including personal details and income.
• Follow up on customer mortgage application status.
• Ensure all customer documents are in order prior to submission.
• Ensure mortgage applications are accurate per bank policy.
• Meet customer expectations in terms of efficiency and professionalism.
• Maintain referral relationships with LG Type II agency.
• Provide excellent customer engagement and experience.

Job description

Overview

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

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 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 update and on-going promotion.
• To ensure high standard of sales and service level as required by bank's standard by providing excellent customer engagement and experience journey.