About the role
AI summarisedThe Senior / Premier Mortgage Specialist is a sales role in banking, responsible for originating mortgage loans and providing financial advice to high-net-worth clients. The specialist builds relationships, assesses client needs, and promotes mortgage products to achieve sales targets.
BusinessFull-timeGeneral
Key Responsibilities
- Originate mortgage loans by contacting potential clients and following up on leads
- Assess clients' financial needs and recommend appropriate mortgage products
- Build and maintain relationships with clients to generate repeat business and referrals
- Achieve individual sales targets and contribute to team goals
- Ensure compliance with regulatory requirements and internal policies
- Collaborate with internal partners such as branch staff and underwriters
- Stay updated on market trends and competitor products
Requirements
- Bachelor's degree in business, finance, or a related field
- Minimum 3 years of experience in mortgage sales or banking
- Proven track record of meeting or exceeding sales targets
- Strong knowledge of mortgage products, policies, and regulations
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficiency in Microsoft Office and CRM systems
- Valid driver's license and access to a vehicle
- Must be licensed or willing to obtain required mortgage agent license
- Bilingual in English and Mandarin is an asset