Mortgage Retention Specialist

HSBC; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

HSBC Singapore is seeking a Mortgage Retention Manager to support existing mortgage customers with accurate advice, verification, and compliant processes. The role focuses on understanding customer needs, coordinating with sales managers, and handling loan repricing and extensions.

Applicants should have a degree or diploma and at least 3 years in mortgage products, with strong communication and negotiation skills, and the ability to conduct face-to-face meetings when required.

Qualifications

• A Degree / Diploma with minimum of 3 years of relevant working experience in mortgage products.
• Outspoken with strong communication and negotiation skills.
• Pleasant personality.
• Able to handle stress.
• Confident to handle face to face meetings with customers.
• Ability to hold in depth conversations with customers regarding mortgage related matters.

Responsibilities

• Provide accurate and relevant advice and solution to existing mortgage customers.
• Ensure proper verification of customers is performed in adherence to internal and external policies and guidelines before revealing customers’ information.
• Keep up to date with changes in packages and benefits offered, to guidelines, policies and regulations to ensure quality service and compliance.
• Timely feedback to Team Head on issues/patterns encountered.
• Ownership of call to probe and investigate on customer’s enquiry before escalating call.
• Understand customers’ needs and refer potential customers to sales managers.
• Perform repricing and loan extension requests, handle redemption and other mortgage enquiries etc for existing customers, face to face meetings with customers upon request
• Prepares monthly MAS profile survey for Team Head to check and endorse for submission to MAS via Risk Team.

Skills

Communication

Negotiation

Customer service

Stress management

Education

Degree/Diploma

Tools

MAS reporting

Job description

HSBC Singapore is seeking a Mortgage Retention Manager to support existing mortgage customers with accurate advice, verification, and compliant processes. The role focuses on understanding customer needs, coordinating with sales managers, and handling loan repricing and extensions.

Applicants should have a degree or diploma and at least 3 years in mortgage products, with strong communication and negotiation skills, and the ability to conduct face-to-face meetings when required.