Mortgage Liaison Officer

UOB; Central, Northern (LA, KY); Hybrid; USD 40,000 - 56,000; Full time

Job summary

1011 United Overseas Bank Ltd in the United States is seeking a dedicated Mortgage Sales customer service professional to support loan officers and assist clients through the loan process from application to closing.

You will liaise with internal teams, perform KYC screening, ensure data integrity in CRM systems, prepare reports for management, and take on general administrative duties as required by your supervisor.

Qualifications

• Diploma - Banking & Finance.

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.
• Any other general administrative duties/ad-hoc projects as assigned by immediate supervisor/s.

Education

Diploma - Banking & Finance

Job description

Company: 1011 United Overseas Bank Ltd

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

• 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 - Banking & Finance

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.

UOB is rated as one of the world's top banks, ranked 'Aa1' by Moody's Investors Service and 'AA-' by both S&P Global and Fitch Ratings. With a global network of 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia, Thailand and Vietnam, as well as branches and offices throughout the region.