Mortgage Specialist

2 days ago

Singapore CIMB BANK BERHAD Full time

**Job Purpose**:

- To acquire new local and overseas mortgage through different channels of referrals.
- Provide sound mortgage advice to customers according to their needs and provide excellent after sales services to build long term relationship.
- Understand and abide by financial regulatory requirements throughout the selling process.
- Achieve Sales target for various banking products with consistency and compliance.
- Source for mass affluent to high networth individual through the sale of mortgages.
- Cross selling of saving accounts, general insurance, etc.
- Provide mentorship and support to new staff.

**Key Responsibilities**:

- Build lasting relationships with real estate agencies, developers, solicitors and own personal network to generate referrals for the bank’s shelf of mortgage products.
- Participate in sales and marketing activities that are organised by bank or business partners to develop business and foster relationship.
- Provide sound mortgage advisory upheld by high standards of before and after sales services.
- Create opportunities to cross sell savings account, general insurance etc. as well as to source for high networth individual to be onboarded.
- Ensure proper procedure and documentation when assessing loan requirements of our retail customers.
- Any other responsibilities/tasks as assigned by the Management from time to time.
- Guide newcomers by showing leadership, training and support to new staff.

**Requirements**:

- Basic Degree or Diploma holder with relevant banking experience
- Minimum of at least 1 year of mortgage sales experience

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