Mortgage Specialist

Maybank; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Job summary

Maybank in Kuala Lumpur seeks a Mortgage Specialist to advise customers on mortgage products, explain loan structures, and guide applicants through the end-to-end mortgage process. You will assess financial profiles, prepare documentation, coordinate with credit and operations teams, and ensure compliance with policies.

You will develop and manage a portfolio of mortgage clients, carry out mortgage marketing activities, and build relationships with internal and external partners while aiming to

Qualifications

• Mortgages and mortgage lending expertise: loan structures, credit assessment, regulatory requirements.
• Candidates should possess skills in mortgage marketing and customer acquisition, with the ability to identify prospects, promote mortgage products, and support branch sales activities.
• Solid finance knowledge: basic financial analysis, affordability assessment, and familiarity with banking products.
• Excellent customer service: communicate clearly, handle inquiries, and manage customer expectations professionally.
• Diploma or bachelor’s degree in Finance, Business, Economics, or a related field is preferred.
• Strong interpersonal and communication skills, with the ability to work collaboratively with branch staff and cross-functional teams.
• Proven ability to work towards sales targets while maintaining high ethical standards and compliance with bank policies.
• Prior experience in retail banking, mortgage sales, or consumer lending is an advantage; proficiency in banking systems and MS Office is beneficial.

Responsibilities

• Advising customers on suitable mortgage products, explaining loan structures and repayment options.
• Guiding applicants through the end-to-end mortgage application process and assessing financial profiles.
• Preparing and reviewing mortgage documentation; coordinating with credit and operations teams.
• Developing and managing a portfolio of mortgage clients; engaging in mortgage marketing activities.
• Building strong relationships with internal and external business partners; meeting sales and service targets.

Skills

mortgage lending

customer service

financial analysis

MS Office

communication skills

Education

Diploma or Bachelor's degree in Finance/Business/Economics

Tools

Banking systems

MS Office

Job description

Company Description Maybank Group is a leading financial services provider in Malaysia, serving consumers, investors, entrepreneurs, non-profit organizations, and corporations. With over 2,400 branches and offices in 20 countries, Maybank has the largest network among Malaysian banks and serves more than 22 million customers. It is the only regional bank with a presence in all 10 ASEAN countries, offering broad exposure to cross-border financial services. The Group focuses on strengthening its core business, driving innovation, and delivering superior customer value while emphasizing performance management, technology effectiveness, and employee productivity. Maybank is deeply committed to developing talent and leadership, making it an attractive environment for professionals seeking growth within a dynamic regional bank.
Role Description This is a full-time, on-site Mortgage Specialist role based in Kuala Lumpur. The Mortgage Specialist is responsible for advising customers on suitable mortgage products, explaining loan structures and repayment options, and guiding applicants through the end-to-end mortgage application process. Day-to-day tasks include assessing customers’ financial profiles, preparing and reviewing mortgage documentation, coordinating with credit and operations teams, and ensuring compliance with internal policies and regulatory requirements. The role also involves proactively developing and managing a portfolio of mortgage clients, engaging in mortgage marketing activities, and building strong relationships with internal and external business partners. The Mortgage Specialist is expected to meet sales and service targets while providing a high standard of customer service and maintaining accurate records in bank systems.
Qualifications

• Candidates should possess strong expertise in mortgages and mortgage lending, including understanding of loan structures, credit assessment, and regulatory requirements.
• Candidates should possess skills in mortgage marketing and customer acquisition, with the ability to identify prospects, promote mortgage products, and support branch sales activities.
• Candidates should possess solid finance knowledge, including basic financial analysis, affordability assessment, and familiarity with banking products.
• Candidates should possess excellent customer service skills, with the ability to communicate clearly, handle inquiries, and manage customer expectations professionally.
• Diploma or bachelor’s degree in Finance, Business, Economics, or a related field is preferred.
• Strong interpersonal and communication skills, with the ability to work collaboratively with branch staff and cross-functional teams.
• Proven ability to work towards sales targets while maintaining high ethical standards and compliance with bank policies.
• Prior experience in retail banking, mortgage sales, or consumer lending is an advantage; proficiency in relevant banking systems and MS Office is beneficial.