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Mortgage Consultant (Bank Loan Specialist)
Job summary
A financial services agency in Malaysia is seeking a Mortgage Consultant to advise clients on mortgage and home loan options. Candidates should have at least an SPM qualification, be fluent in Chinese, Malay, and English, and possess excellent sales and customer-service skills. This position offers a competitive base salary with commissions, comprehensive training, and clear career growth opportunities. The role requires managing loan application processes and building strong client relationships.
Benefits
Qualifications
- Minimum SPM qualification; Diploma or Degree in Finance, Business, or related fields is an advantage.
- Own reliable transport for client visits and property meetings.
- Strong interest in sales, mortgage, or banking; prior experience is a plus.
Responsibilities
- Advise clients on mortgage, home loan, and refinancing options tailored to their financial needs.
- Evaluate clients’ financial profiles and recommend suitable bank loan packages.
- Manage end-to-end loan application processes, from document collection to approval.
- Coordinate with banks, lawyers, and property agents to ensure smooth loan processing.
- Build lasting client relationships and achieve sales targets through professional service.
Skills
Education
Advise clients on mortgage, home loan, and refinancing options tailored to their financial needs.
Evaluate clients’ financial profiles and recommend suitable bank loan packages.
Manage end-to-end loan application processes, from document collection to approval.
Coordinate with banks, lawyers, and property agents to ensure smooth loan processing.
Build lasting client relationships and achieve sales targets through professional service.
- Advise clients on mortgage, home loan, and refinancing options tailored to their financial needs.
- Evaluate clients’ financial profiles and recommend suitable bank loan packages.
- Manage end-to-end loan application processes, from document collection to approval.
- Coordinate with banks, lawyers, and property agents to ensure smooth loan processing.
- Build lasting client relationships and achieve sales targets through professional service.
- Minimum SPM qualification; Diploma or Degree in Finance, Business, or related fields is an advantage.
- Fluent in Chinese, Malay, and English (spoken and written) for effective client communication.
- Own reliable transport for client visits and property meetings.
- Strong interest in sales, mortgage, or banking; prior experience is a plus.
- Excellent communication, negotiation, and customer-service skills; self‑motivated and target‑driven.
- Competitive base salary + high commission and performance incentives.
- Comprehensive training & mentorship in mortgage products, banking, and sales skills.
- Clear career growth with promotion opportunities and income progression.
- Flexible working environment with supportive team culture.
- Exposure to banks, property developers, and clients, building valuable professional networks.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.