Mortgage Specialist

MONEYSMART SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in Singapore is seeking a motivated Mortgage Specialist. You will provide excellent customer service, advise clients on mortgage options, and help achieve monthly revenue targets. The ideal candidate has at least 5 years of mortgage sales experience and is proficient in English. This role requires compliance adherence and collaboration with banking partners. Training is provided, and you'll be expected to manage customer relationships effectively to enhance their mortgage experience.

Qualifications

• At least 5 years of relevant experience in mortgage sales.
• Highly sales-oriented and goal-driven.
• Good product knowledge about home loans and the industry.
• Proficient in written and spoken English.
• Able to work under pressure to meet targets.

Responsibilities

• Providing excellent customer service for mortgage needs.
• Advising on the property purchase process.
• Achieving monthly mortgage revenue targets.
• Ensuring compliance with regulatory requirements.
• Liaising with bankers on rates and promotions.

Skills

Mortgage sales experience

Proficient in English

Sales-oriented

Good product knowledge of home loans

Pressure management

Tools

CRM

Job description

MoneySmart Group is South East Asia's leading personal financial portal helping consumers compare loans, insurance, and credit cards. MoneySmart was founded in 2009 with the simple aim to help consumers make better financial decisions.

Mission

MoneySmart generates leads on its platform in the form of customers who are in the market for a home loan and who are interested in connecting with a Mortgage Specialist. Your mission will be to promptly call all the leads assigned to you, find out more about these customers’ mortgage needs, compare among the different available options, advise them on the best-suited option, assist them on the application process and facilitate the follow-up until the loan is officially secured. Post-sales servicing and customer retention in the form of reviewing their home loan packages nearing to the end of their lock-in period so as to advise on the option of refinancing, are also crucial aspects of this role.

• All leads will be provided by the company. No face-to-face interactions with customers required
• You will be provided with the necessary training on Singapore property purchase and refinancing process and mortgage products
• You may need to be available outside of standard working hours at times because customers may not be available during the day due to work commitments

Reporting to the Head of Advisory, this role offers an excellent opportunity to achieve great success on a personal and team level, contributing to the growth of the Group’s overall business in Singapore.

Responsibilities

• Providing timely and excellent customer service for our customers who are seeking a mortgage for new purchase, refinancing or cash-out reasons
• Advising on the overall property purchase process
• Achieving monthly mortgage revenue targets and thinking of ways to maximise lead potential
• Ensuring adherence to all compliance and regulatory requirements as well as department policies and procedures
• Following customer’s application through to approval
• Liaising with bankers on rates and promotions on an ad hoc basis

Requirements

• At least 5 years of relevant experience in mortgage sales
• Proficient in written and spoken English
• Highly sales-oriented and goal-driven
• Good product knowledge about home loans and the industry
• Able to work under pressure to meet or exceed monthly sales targets consistently
• Show resilience and persistence when faced with setbacks and challenges
• Possess good computer literacy and has experience in using CRM
• Meticulous in administrative matters - i.e. checking application paperwork and timely and accurate CRM data entry
• Highly responsive, provide top-notch service and competent advice, and get back to customers quickly in order to ensure excellent customer experience
• Self‑motivated, disciplined, accountable, and committed to achieving your monthly sales targets

Moneysmart culture values and tenets

The traits we admire are core intrinsic qualities we look for in someone we want on our team, and we look for people who are Hungry, Humble and Smart. We also expect all our people to uphold the following company values:

• Play to win as a team
• Solve for the customer
• Embrace a personal growth mindset
• Step up and own it
• Challenge the status quo and deliver outcomes