Mortgage Advisor, HSBC

HSBC

Location:
Malaysia, Puchong, Kuala Lumpur

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

HSBC is one of the largest banking and financial services organisations in the world, aiming to enable businesses to thrive and economies to prosper. The role of Mortgage Advisor within the Wealth and Personal Banking team involves handling referred mortgage applications, verifying customer information, following up on applications, and ensuring compliance with bank standards and policies. The position requires strong customer service skills, sales and service standards, and a focus on maintaining strong referral relationships.

Job Responsibility:

To handle all referred mortgage applications by LG Type 2
To perform verification of customer information included personal details, income declaration and payment capacity prior submission via recorded telephone
To appeal and follow up on customer mortgage application status. Provide sound justification and write up for customer application
To ensure all customer documents is in order prior submission and follow up with customer on additional required information during sales process
To ensure all mortgage application are accurate and in accordance with the HSBC Bank policy standards and regulatory requirements
Meeting customer expectations in terms of efficiency, accuracy, timeliness and professionalism of respond either face to face or at the telephone
Make a regular visit to LG Type II agency to maintain strong referral relationship and timely update on policy update and on-going promotion
To ensure high standard of sales and service level as required by bank's standard by providing excellent customer engagement and experience journey.

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
Advanced computer skills in Excel, Power point and word is the key requirement for this role
Due to local laws and governance, candidates with immediate right to work locally and no relocation need will be prioritised.

Nice to have:

Experience in Mobile Sales/Direct Sales environment will be an added advantage
Mandarin and Bahasa Language will be an advantage.

What we offer:

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment.

Additional Information:

Job Posted:
June 05, 2025

Expiration:
July 31, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Mortgage Advisor