Mortgage Solutions Liaison Specialist

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

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.