Mortgage Executive

Newfin Consultancy Sdn Bhd; Kuala Lumpur; On-site; MYR 50,000 - 80,000; Full time

Job summary

Newfin Consultancy Sdn Bhd in Kuala Lumpur is seeking a proactive mortgage consultant to assist clients with new home loans, refinancing, and related financing solutions. You will assess eligibility, compare packages, and guide applicants through document gathering and submission.

You will liaise with banks, solicitors, developers, and agents, monitor progress, maintain records, and build long-term relationships while meeting sales and service targets in a dynamic environment.

Responsibilities

• Assist clients with new home loans, refinancing, and mortgage-related financing solutions.
• Conduct financial assessments to determine loan eligibility based on income, commitments, and bank lending criteria.
• Compare mortgage packages from multiple banks and recommend the most suitable financing solutions.
• Guide clients through the entire loan application process, from document collection to final loan approval.
• Prepare, verify, and submit loan applications with complete and accurate documentation.
• Liaise with banks, solicitors, developers, property agents, and valuers to ensure smooth transaction progress.
• Monitor loan application status and provide timely updates to clients.
• Build and maintain long-term relationships with clients, referral partners, and business associates.
• Generate new business opportunities through networking, referrals, social media, and marketing activities.
• Follow up on potential leads and provide professional after-sales support.
• Stay updated on banking policies, mortgage products, interest rates, and industry trends.
• Ensure compliance with company policies and banking regulations.
• Achieve individual and team sales targets while maintaining high service standards.
• Maintain accurate customer records and prepare reports when required.
• Participate in training sessions, meetings, and continuous professional development programs.

Job description

Assist clients in applying for new home loans, refinancing, and mortgage-related financing solutions.

Conduct financial assessments to determine clients' loan eligibility based on income, commitments, and bank lending criteria.

Compare mortgage packages from multiple banks and recommend the most suitable financing solutions.

Guide clients through the entire loan application process, from document collection to final loan approval.

Prepare, verify, and submit loan applications with complete and accurate documentation.

Liaise with banks, solicitors, developers, property agents, and valuers to ensure smooth transaction progress.

Monitor loan application status and provide timely updates to clients.

Build and maintain long-term relationships with clients, referral partners, and business associates.

Generate new business opportunities through networking, referrals, social media, and marketing activities.

Follow up on potential leads and provide professional after-sales support.

Stay updated on banking policies, mortgage products, interest rates, and industry trends.

Ensure compliance with company policies and banking regulations.

Achieve individual and team sales targets while maintaining high service standards.

Maintain accurate customer records and prepare reports when required.

Participate in training sessions, meetings, and continuous professional development programs.