Sr Mortgage Sales Support

HSBC
Shanghai
Full timeFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Communication","Client-focused","Influencing","Results-driven","Able to work under pressure"]

Support mortgage acquisition and drawdown by acting as the key liaison between frontline teams and Operations (OPS). Screen mortgage documentation for quality control, track application and drawdown status, and help drive business growth by meeting needs-fulfilled standards and monthly targets. Stay current on mortgage policies and market movements, coordinate document collection and proposals for new projects, and collaborate with internal teams to ensure service excellence and operational compliance.

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FursaFursa
HSBC
HSBC
13 hours ago

Sr Mortgage Sales Support

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Last checked: 13 hours agoStatus: Live

Job Summary

Support mortgage acquisition and drawdown by acting as the key liaison between frontline teams and Operations (OPS). Screen mortgage documentation for quality control, track application and drawdown status, and help drive business growth by meeting needs-fulfilled standards and monthly targets. Stay current on mortgage policies and market movements, coordinate document collection and proposals for new projects, and collaborate with internal teams to ensure service excellence and operational compliance.
Location: Shanghai
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Act as the focal point between frontline and OPS to submit mortgage applications and drawdown requests.
  • •Screen mortgage application packages to ensure documentation quality before approval submission.
  • •Track and monitor application and drawdown process for each case, including pending-case progress.
  • •Proactively communicate with Frontline and UWS/SD teams to maintain mortgage document quality and service excellence.
  • •Support mortgage sales by collecting required documents, preparing proposals for new projects, and assisting with sales activities and target achievement.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •At least six months of experience in HSBC WPB roles.
  • •Strong communication, client-focused, and influencing skills.
  • •Sound knowledge of HSBC products and services, with emphasis on digital channels.
  • •Clear understanding of local regulatory and licensing requirements and how to collaborate with Compliance, Credit & Risk, and Internal Control.
Education:Bachelor's
Skills:CommunicationClient-focusedInfluencingResults-drivenAble to work under pressure
Languages:English
Tech Stack:Digital channels

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