Associate, Mortgage Assessment & Servicing
Core
Process mortgage applications, conduct KYC and credit checks, and provide administrative support to the Credit team.
Role type
Associate, Mortgage Assessment & Servicing
Builds
Mortgage loan approvals and credit decisions
Domain
Consumer Banking / Mortgage Lending
Required skills
Mortgage application assessment, KYC compliance, Credit policy adherence, Data entry, Report generation, Stakeholder liaison
Preferred skills
General insurance certification, Cantonese fluency, Mandarin fluency, Sales experience
Technologies
Mortgage processing systems, Reporting tools
Responsibilities
Support mortgage enquiry and application assessment, Accurately input and update mortgage application data, Assess mortgage loan applications by conducting KYC and credit rules fulfillment, Liaise between Credit and Sales teams, Generate daily, weekly, and ad-hoc reports, Conduct UAT for product initiatives
Seniority
Mid-level, Full-time employee