, Home Advice Specialist, Consumer Banking
Core
Provide expert mortgage and banking advice to customers, managing the end-to-end application process and ensuring compliance.
Role type
Senior IC home advice specialist (consumer banking)
Builds
Mortgage and personal loan products for retail customers
Domain
Consumer banking and real estate finance
Deliverable
client delivery
Required skills
mortgage advisory, end-to-end loan processing, regulatory compliance, stakeholder relationship management, sales strategy, market trend analysis
Preferred skills
general insurance certification, Cantonese fluency, Mandarin fluency
Technologies
none stated
Responsibilities
Establish and maintain effective relationships with customers offering expert advice and recommendations on mortgage and banking solutions; Manage the end-to-end mortgage application process, ensuring efficiency, accuracy, and an exceptional loan servicing and customer experience; Stay informed about market trends, competitor activities, and regulatory changes to strategically position our mortgage offerings; Uphold sound control and ensure full compliance with all legal and regulatory requirements governing mortgage products.
Seniority
Senior, hands-on IC