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Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. We are currently seeking a high calibre professional to join our team as a Mortgage Specialist / Senior Mortgage Specialist.
Job Responsibility:
Grow the Bank’s mortgage lending business by supporting the end-to-end mortgage process and application referred by branch and mortgage outreach sales team
Provide privilege mortgage solutions and services to customer. Identify customer other banking needs such as protection, financial and follow through mortgage application journey
Communicate closely and timely with frontline on mortgage approval result and counter offer to secure the mortgage drawdown and raise Bank’s mortgage penetration
Liaise with internal and external department to ensure mortgage documents are in compliance with the Bank’s policies, guidelines and regulatory requirements as well as service standards
Collaborate with various branch streams and outreach sales teams to fulfill customers’ property and financial needs with the Bank and uplift the application to drawdown ratio
Requirements:
Knowledgeable in Mortgage products and credit guidelines
Able to work independently and at the same time can collaborate well with team and staff from frontline and internal department
Good communication, interpersonal and analytical skills
Great sense of responsibility and servicing mind-set to ensure efficient and quality customer service processes
Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
What we offer:
Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment
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