Mortgage Advisor
HSBC
- Kuala Lumpur Puchong, Selangor
- Permanent
- Full-time
- 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.
- 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.