Senior Associate, Home Advice Specialist &Loan service, Consumer Banking (Licensed)
Core
Provide expert mortgage and banking advice, manage end-to-end loan applications, and service customers to help them realize financial dreams.
Role type
Senior Associate, Consumer Banking Product Sales
Builds
Mortgage and personal loan products for individual consumers
Domain
Consumer Banking / Financial Services
Deliverable
client delivery
Required skills
mortgage sales, relationship management, end-to-end loan processing, market trend analysis, regulatory compliance, stakeholder networking
Preferred skills
general insurance certification, Cantonese fluency
Technologies
N/A
Responsibilities
Establish and maintain effective relationships with customers offering expert advice on mortgage and banking solutions; Manage the end-to-end mortgage application process ensuring efficiency and accuracy; Stay informed about market trends, competitor activities, and regulatory changes to strategically position mortgage offerings; Uphold sound control and ensure full compliance with all legal and regulatory requirements governing mortgage products.
Seniority
Senior, hands-on IC