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Senior Mortgage Specialist
2 weeks ago
Sales Prospecting
- Source for prospective clients for secured lending products through business alliances such as lawyers, insurance agents, real estate agents and any other partner-in-sales.
- To collaborate and working alongside with branches to improve referrals and cross-sales activities.
- Ensure adherence to responsible selling guideline and structure proposed solution that meets client's financial needs.
- To ensure the accurate and timely completion of -
- End-to-end application process,
- Submission of sales / pipeline management reports.
- To delivery excellent customer service and achieve satisfactory net promoter score.
- Keeping abreast with updated product information, market changes and provide market intelligence and customer feedback to the management for appropriate action.
Compliance & Standards
- Ensure self-compliance on Alliance Bank's policies and procedures, Sales Compliance, KYC, AMLA guidelines, 3rd party confidentiality, including credit control procedures, audit compliance and BNM guidelines.
- To project a professional business image at all times through high standards of housekeeping and personal grooming
