Mortgage Advisor, Puchong (Puchong, Kuala Lumpur, 10, MY, 47100)

HSBC
Kuala Lumpur
Workplace: OnsiteFull timeFunction: SalesExperience: 2-3 yearsEducation: bachelorsSkills: ["Attention to detail","Written communication","Customer service","Relationship management"]

Mortgage Advisor role within HSBC's International Wealth and Personal Banking team, focusing on handling referred mortgage applications, verifying customer information, managing application status, ensuring documentation and compliance with bank policy and regulatory requirements, and maintaining strong referral relationships with LG Type II agencies to achieve divisional targets.

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FursaFursa
HSBC
HSBC
2 months ago

Mortgage Advisor, Puchong (Puchong, Kuala Lumpur, 10, MY, 47100)

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Last checked: 6 hours agoStatus: Live

Job Summary

Mortgage Advisor role within HSBC's International Wealth and Personal Banking team, focusing on handling referred mortgage applications, verifying customer information, managing application status, ensuring documentation and compliance with bank policy and regulatory requirements, and maintaining strong referral relationships with LG Type II agencies to achieve divisional targets.
Location: Kuala Lumpur
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Handle all referred mortgage applications by LG Type 2 and ensure accuracy and timeliness of submission.
  • •Verify customer information including personal details, income declaration and payment capacity prior to submission.
  • •Appeal and follow up on customer mortgage application status, providing sound justification and write up for the application.
  • •Ensure all customer documents are in order prior to submission and follow up on additional information during the sales process.
  • •Ensure mortgage applications comply with HSBC policy standards and regulatory requirements and maintain high standard of customer engagement and experience.

Key Requirements

  • •A university degree is preferred for this role as it involves analytical capacity and quick and measured responses on a daily basis.
  • •Candidates must have at least 2 to 3 yrs experience in managing and dealing with quality assurance and audit related in a sales environment. Experience in Mobile Sales/Direct Sales environment will be an added advantage
  • •Must be meticulous, detailed and must be strong in written English to be able to present findings and recommendation from a Quality Assurance perspective
  • •Candidate must be well versed with the various risk factors and system dependency and be able to make suitable decisions.
  • •Candidate must be proficient in English. Mandarin and Bahasa Language will be an advantage.
Experience:2-3 yearsBankingFinancial services
Education:Bachelor's
Skills:Attention to detailWritten communicationCustomer serviceRelationship management
Languages:EnglishMandarinBahasa
Tech Stack:ExcelPowerPointWord

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn