SO, Mortgage Liaison Team

UOB; Singapore; On-site; SGD 27,000 - 47,000; Full time

Job summary

United Overseas Bank Ltd in Singapore is seeking a Mortgage Sales Support professional to deliver excellent customer service and assist with customers’ requests. You will liaise with internal stakeholders on behalf of Specialists, handle admin duties, and ensure compliance with bank policies.

Responsibilities include performing KYC screening, maintaining data integrity in BWCIF/CRM, managing leads and campaigns, and preparing timely management reports.

Qualifications

• Deliver superior customer servicing and contribute to the Mortgage Sales experience.
• Assist and liaise with customers’ requests.
• Liaising with internal stakeholders on behalf of the Specialists.
• Administrative and documentation support and to ensure compliance with Bank’s policies and procedures.
• Performing KYC screening and searches.
• Ensure data integrity and completeness by updating information in Bank’s systems (BWCIF/CRM).
• Effectively manage and track sales campaigns and manage leads and provide timely updates.
• Prepare reports for timely submission to Management.

Responsibilities

• Deliver superior customer servicing and contribute to the Mortgage Sales customer service experience.
• Assist and liaise with customers’ requests.
• Liaising with internal stakeholders on behalf of the Specialists.
• Administrative and documentation support and to ensure compliance with Bank’s policies and procedures.
• Performing KYC screening and searches.
• Ensure data integrity and completeness by performing steps required to ensure information/demographic details are updated in Bank’s systems (BWCIF/CRM).
• Effectively manage and track sales campaigns and manage leads and provide timely updates.
• Prepare reports for timely submission to Management.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Education

Diploma

Tools

CRM systems

KYC tools

Job description

Company: 1011 United Overseas Bank Ltd

About UOB

United Overseas Bank Limited (UOB) is a leading bank in ASEAN with a global network in Southeast Asia, Asia Pacific, Europe and North America. Operating through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, we have a global network of about 430 branches and offices in 19 markets. At the heart of UOB is our culture, shaped by the UOB Way and anchored on our four values – Honourable, Enterprising, United and Committed. For more than 90 years, these values have guided how we do right by our customers, collaborate with one another and create long-term value for the communities we operate in. As One Bank, we are committed to helping our colleagues build sustainable careers grounded in purpose, supported by strong values, and enriched with meaningful opportunities to grow.

Job Description

• Deliver superior customer servicing and contribute to the overall Mortgage Sales customer service experience
• Assist and liaise with customers’ requests
• Liaising with internal stakeholders on behalf of the Specialists
• Administrative and documentation support and to ensure compliance with Bank’s policies and procedures
• Performing KYC screening and searches
• Ensure data integrity and completeness by performing steps required to ensure information/demographic details are updated in Bank’s systems (BWCIF/CRM)
• Effectively manage and track sales campaigns and manage leads and provide timely updates
• Prepare reports for timely submission to Management
• Any other general administrative duties/ad-hoc projects as assigned by immediate supervisor/s

Additional Requirements

Diploma

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.