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Mortgage Loan Specialist

2 weeks ago

Petaling Jaya, Selangor, Malaysia Power Wealth Consultancy Sdn Bhd Full time
About the Role

We are seeking an experienced Mortgage Advisor to join our team at Power Wealth Consultancy Sdn Bhd. As a key member of our mortgage team, you will play a crucial role in providing expert advice and guidance to clients throughout the mortgage application process.

Responsibilities
  1. Mortgage Application Review: Conduct thorough reviews of client mortgage loan applications, identifying potential issues and recommending solutions to ensure a successful outcome.
  2. One-Stop Mortgage Solution: Offer a comprehensive range of mortgage products and services to meet clients' diverse needs, from initial consultation to loan approval.
  3. Sales and Business Development: Achieve individual sales targets by identifying new business opportunities and developing strategic partnerships to grow the business.
  4. Customer Service: Provide exceptional customer service, responding promptly to client inquiries and resolving any issues that may arise during the mortgage application process.
  5. Wealth Management: Analyze clients' financial situations to identify opportunities for additional wealth management services, such as life insurance and investment products.
Requirements
  • Bachelor's degree in Finance, Business Administration, or related field.
  • At least 2 years of experience in mortgage advisory or a related field.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.