Mortgage Specialist (Puchong)

UOB; Selangor; On-site; MYR 67,000 - 134,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is seeking a Mortgage Specialist to originate and process mortgage applications, offering expert advice on home loan products to clients.

You will guide clients through the entire mortgage journey, keep up-to-date product knowledge, and collaborate with internal teams and external partners to ensure a smooth mortgage experience.

The role emphasizes meeting sales targets, ensuring regulatory compliance, and delivering high levels of customer satisfaction.

Responsibilities

• Proactively identify and cultivate new mortgage lending opportunities to achieve individual sales targets.
• Conduct in-depth financial needs analysis with prospective clients to recommend appropriate mortgage products and solutions offered by UOB Malaysia.
• Guide clients through the entire mortgage application process, including documentation submission, credit assessment, and legal procedures.
• Maintain comprehensive knowledge of UOB Malaysia's mortgage products, policies, and relevant regulatory requirements.
• Build and maintain strong relationships with internal stakeholders (e.g., credit, legal, operations) and external partners (e.g., real estate agents, developers) to facilitate smooth mortgage transactions.
• Address client inquiries and resolve issues promptly and professionally, ensuring high levels of customer satisfaction.
• Monitor market trends and competitor activities to identify opportunities and challenges in the mortgage lending landscape.
• Prepare and submit accurate and timely reports on sales performance and pipeline activities.
• Ensure full compliance with all internal policies, procedures, and external regulatory guidelines.

Job description

Company: 2201 United Overseas Bank (Malaysia) Bhd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and offices. Our history spans more than 80 years. Over this time, we have been guided by our values – Honorable, Enterprising, United and Committed. This means we always strive to do what is right, build for the future, work as one team and pursue long-term success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Job Description

Job Summary:**

The Mortgage Specialist is responsible for originating and processing mortgage applications, providing expert advice to clients on suitable home loan products, and ensuring a seamless and efficient mortgage journey.

Job Responsibilities**

• Proactively identify and cultivate new mortgage lending opportunities to achieve individual sales targets.
• Conduct in-depth financial needs analysis with prospective clients to recommend appropriate mortgage products and solutions offered by UOB Malaysia.
• Guide clients through the entire mortgage application process, including documentation submission, credit assessment, and legal procedures.
• Maintain comprehensive knowledge of UOB Malaysia's mortgage products, policies, and relevant regulatory requirements.
• Build and maintain strong relationships with internal stakeholders (e.g., credit, legal, operations) and external partners (e.g., real estate agents, developers) to facilitate smooth mortgage transactions.
• Address client inquiries and resolve issues promptly and professionally, ensuring high levels of customer satisfaction.
• Monitor market trends and competitor activities to identify opportunities and challenges in the mortgage lending landscape.
• Prepare and submit accurate and timely reports on sales performance and pipeline activities.
• Ensure full compliance with all internal policies, procedures, and external regulatory guidelines.

Additional Requirements

Be a Part of the UOB Family

UOB is an equal opportunity employer. UOB does not discriminate on the basis of a candidate's age, race, gender, color, religion, sexual orientation, physical or mental disability, or other non-merit factors. All employment decisions at UOB are based on business needs, job requirements and qualifications. If you require any assistance or accommodations to be made for the recruitment process, please inform us when you submit your online application.