Mortgage Specialist

BTI Executive Search; Kuala Lumpur; Hybrid; MYR 100,000 - 150,000; Full time

Job summary

A recruitment agency is seeking a driven Mortgage Specialist to join their team in Klang Valley, Malaysia. The ideal candidate will have at least one year of experience in mortgage sales or a background as a real estate agent. This hybrid role focuses on achieving sales targets while building strong relationships with clients. Strong communication and customer-oriented skills are essential, with a particular emphasis on developing new business opportunities.

Qualifications

• Minimum 1 year of experience in mortgage sales or as a real estate/property agent.
• Proven sales track record is welcome.
• Ability to build and maintain long-term customer relationships.

Responsibilities

• Achieve and exceed monthly mortgage sales targets.
• Promote and cross-sell mortgage-related products.
• Identify new business opportunities via strategic alliances.
• Conduct financial needs analysis for customers.
• Ensure compliance with bank policies and guidelines.

Skills

Sales experience

Customer relationship building

Negotiation skills

Communication skills

Job description

Overview

🌟 We’re Hiring: Mortgage Specialist! 🌟 We are looking for a driven and customer-focused Mortgage Specialist to join our team in Malaysia. This role is ideal for individuals with a passion for sales, strong relationship-building skills, and a solid understanding of mortgage solutions to help clients achieve their homeownership goals. Location: Klang Valley (JB & Penang – strong mortgage experience required). Work Mode: Hybrid. Role: Mortgage Specialist.

What You’ll Do

• Achieve and exceed monthly mortgage sales targets by onboarding new and affluent clients.
• Promote and cross-sell mortgage-related protection products such as MRTA (Mortgage Reducing Term Assurance) and MRTT (Mortgage Reducing Term Takaful).
• Identify and develop new business opportunities through strategic alliances with real estate agents, property developers, mortgage brokers, and lawyers.
• Conduct financial needs analysis to understand customers’ requirements and recommend suitable mortgage solutions.
• Build and maintain strong, long-term relationships with customers and external partners.
• Stay up to date with market trends, competitor offerings, and regulatory changes in the mortgage industry.
• Ensure full compliance with bank policies, procedures, and lending guidelines.
• Onboard new priority and high-value customers to grow the portfolio.

What We’re Looking For

• Minimum 1 year of experience in mortgage sales, or background as a real estate / property agent (Klang Valley).
• Candidates with any sales experience and a proven track record are welcome.
• Strong communication, negotiation, and closing skills.
• Customer-oriented mindset with the ability to build trust and long-term relationships.
• Willingness to cross-sell other unsecured banking products.
• For Johor Bahru & Penang: candidates must have strong mortgage experience.