Mortgage Specialist

Alliance Bank Malaysia Berhad; Puchong; Sur place; MYR 60 000 - 90 000; Plein temps

Résumé du poste

Alliance Bank Malaysia Berhad is seeking a Mortgage Specialist based in Puchong to engage with customers, promote mortgage solutions, and guide them through the home financing journey.

The role requires assessing financial profiles, coordinating with internal teams for approvals, and ensuring documentation accuracy while meeting sales targets and regulatory standards.

Qualifications

• Candidates should have solid understanding of mortgage products and home financing processes.
• Experience in mortgage marketing to promote solutions and grow portfolio.
• Finance knowledge including basic credit assessment and financial analysis.
• Strong customer service skills; ability to communicate clearly and manage expectations.
• Experience in retail banking, lending, or sales of financial products is beneficial.

Responsabilités

• Promote mortgage products and advise customers on home financing options.
• Assess customers’ financial profiles and guide them through the mortgage application process.
• Prepare and review required documentation for loan applications.
• Coordinate with branches and central teams to ensure timely approvals and disbursement.
• Aim to achieve individual and team mortgage sales targets and participate in marketing events.

Connaissances

Mortgages

Mortgage Lending

Mortgage Marketing

Finance

Credit analysis

Financial analysis

Customer service

Retail banking

Sales experience

Formation

Finance degree

Business degree

Economics degree

Description du poste

Company Description

Alliance Bank Malaysia Berhad is a dynamic, integrated banking group that has been serving the financial community in Malaysia for over five decades. The group offers comprehensive banking and financial solutions through its consumer banking, business banking, Islamic banking, and stockbroking businesses. It reaches a broad customer base nationwide via multiple channels, including retail branches, Privilege Banking Centres, Islamic Banking Centres, Business Centres, direct marketing offices, as well as mobile and internet banking. Alliance Bank Malaysia Berhad and Alliance Islamic Bank Berhad are members of PIDM, reflecting a commitment to financial stability and customer protection. The bank focuses on providing accessible, customer-centric services and encourages enquiries and feedback through its branches and digital channels.

Role Description

This is a full-time, on-site Mortgage Specialist role based in Puchong. The Mortgage Specialist will engage with prospective and existing customers to promote mortgage products, provide detailed information on home financing options, and recommend suitable solutions aligned with customers’ financial goals. Daily responsibilities include assessing customers’ financial profiles, guiding them through the mortgage application process, preparing and reviewing documentation, and coordinating with internal teams to ensure timely approval and disbursement. The role involves achieving individual and team sales targets, conducting follow-ups to maintain strong customer relationships, and participating in marketing initiatives or events to grow the mortgage portfolio. The Mortgage Specialist will also ensure compliance with bank policies, regulatory requirements, and risk management standards in all lending activities.

Qualifications

• Candidates should possess skills in Mortgages and Mortgage Lending, with a solid understanding of mortgage products and home financing processes.


• Candidates should possess skills in Mortgage Marketing to effectively promote mortgage solutions and support portfolio growth.


• Candidates should possess skills in Finance, including basic credit assessment and financial analysis relevant to lending decisions.


• Candidates should possess strong Customer Service skills, with the ability to communicate clearly, build trust, and manage customer expectations.


• Relevant experience in retail banking, lending, or sales of financial products is beneficial.


• Diploma or degree in Finance, Business, Economics, or a related field is preferred.


• Ability to work towards sales targets, manage time effectively, and collaborate with branch and central teams.


• Proficiency in spoken and written English and Bahasa Malaysia; additional language skills are an advantage.