Loan Specialist

As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

 Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

 We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.

CSL Mortgage Specialist

Why Join
Helping customers achieve their dream of homeownership is a rewarding experience. As a CSL Mortgage Specialist at OCBC, you'll have the opportunity to make a meaningful impact on people's lives while building a successful career. You'll be part of a team that's dedicated to providing excellent customer service and finding the right mortgage solutions for our customers.

How you succeed
To excel in this role, you'll need to understand our customers' needs and desires. You'll work closely with them to identify the right mortgage products and services that meet their goals. Building strong relationships and providing exceptional after-sales service will be key to your success. You'll also need to stay up-to-date with market trends and competitor activity to maximize sales opportunities.

What you do
Your day-to-day tasks will include:
- Managing referrals from alliance partners and referral agents
- Planning sales visits and presenting mortgage solutions to potential customers
- Building and expanding your network of referrers, customers, and potential customers
- Managing your time effectively to meet sales targets and deadlines
- Providing excellent after-sales service to ensure customer satisfaction

Who you are
- A degree or diploma in a relevant field is desirable, but not required
- 2-3 years of experience in banking and financial services, preferably in mortgage sales
- You're a self-motivated and results-driven individual who enjoys working in a fast-paced environment
- You have excellent communication and interpersonal skills, with the ability to build strong relationships with customers and stakeholders
- You're resilient, adaptable, and able to work under pressure to meet sales targets

Who we are
As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.
But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.

What we offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.