Mortgage Specialist

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