Mortgage Sales Performance & Analytics Lead

United Overseas Bank Limited; Kuala Lumpur; On-site; MYR 80,000 - 120,000; Full time

Job summary

United Overseas Bank (Malaysia) Bhd in Kuala Lumpur seeks a data-driven professional to manage mortgage performance analytics. You will build dashboards, track sales against targets, and provide insights to senior management.

Collaboration with Sales, Finance, Product, Risk and Operations is essential to drive optimization and cross-sell initiatives. The role involves budgeting, forecasting, trend analyses of the property market, and continuous process improvements through automation and data

Responsibilities

• Develop, maintain and enhance Mortgage business performance dashboards, scorecards, KPIs, and management reports.
• Monitor daily, weekly, monthly and year-to-date sales performance against targets.
• Perform sales performance analysis to identify trends, opportunities, productivity gaps, and intervention areas.
• Track and analyze sales productivity by region, branch, sales channel, customer segment, and individual sales force.
• Work closely with Sales teams to improve productivity, conversion rates, and overall business performance.
• Support the development and evaluation of incentive schemes, sales campaigns, and performance measurement frameworks.
• Prepare annual budgets, business plans and periodic sales forecasts for the Mortgage business.
• Conduct variance analysis against budget, forecast, and prior-year performance.
• Prepare quarterly Property Market Trend Analysis covering housing market performance and trends.
• Perform portfolio profitability analysis by product, segment, geography, and distribution channel.
• Assess cross-selling performance and recommend initiatives to maximize customer value and deepen relationships.
• Prepare management presentations, business reviews, dashboards, and reports for senior management and committees.
• Coordinate monthly business performance reviews and annual planning exercises.
• Serve as a central reference for Mortgage performance analytics and financial reporting.
• Present actionable insights and recommendations to stakeholders and senior management.
• Collaborate with Sales, Finance, Product, Risk, Operations and other Distribution teams to deliver objectives.
• Drive process improvements through automation, dashboard enhancements, reporting optimization and data analytics.
• Improve reporting efficiency and reduce manual processes through digital initiatives.
• Ensure data accuracy and integrity across reporting platforms.

Job description

United Overseas Bank (Malaysia) Bhd in Kuala Lumpur seeks a data-driven professional to manage mortgage performance analytics. You will build dashboards, track sales against targets, and provide insights to senior management.

Collaboration with Sales, Finance, Product, Risk and Operations is essential to drive optimization and cross-sell initiatives. The role involves budgeting, forecasting, trend analyses of the property market, and continuous process improvements through automation and data