Mortgage Specialist

The role

You will engage leads to understand mortgage needs and guide them through the application process. You will compare mortgage options, recommend solutions, and drive revenue while ensuring compliance.

What you will do

• Promptly engage assigned leads and understand their mortgage requirements
• Compare mortgage options and recommend the most suitable solutions
• Advise customers on the overall property purchase and financing process
• Support customers through the application journey until approval and loan completion
• Review loans nearing the end of their lock-in period and advise on refinancing opportunities
• Achieve monthly mortgage revenue targets and identify opportunities to maximise lead potential
• Liaise with bankers on rates and promotions as needed
• Ensure strict adherence to compliance, regulatory requirements, and internal policies

Required qualifications

• Minimum 5 years of relevant experience in mortgage sales
• Clear, confident communicator with strong verbal and written communication skills
• Strong product knowledge of home loans and the broader mortgage industry
• Highly sales-driven, goal-oriented, and results-focused
• Proven ability to consistently achieve or exceed monthly sales targets in a fast-paced, performance-driven environment
• Strong computer literacy, with hands-on experience using CRM systems
• Highly meticulous in administrative work, including accurate application checks and timely
• Highly responsive and customer-centric
• Self-motivated, disciplined, accountable, and committed to achieving monthly sales targets

Benefits

• Full work-from-home arrangement for Malaysia based position
• Hybrid working model for Singapore based position
• Base salary plus performance-based commissions
• All leads provided by the company
• No requirement for face-to-face customer interactions
• Comprehensive training on Singapore property purchases, refinancing processes, and mortgage products

About the company

MoneySmart Group is South East Asia's leading personal financial portal helping consumers compare loans, insurance, and credit cards. Founded in 2009, it aims to help consumers make better financial decisions.