Mortgage Specialist

MoneySmart Group is South East Asia's leading personal financial portal helping consumers compare loans, insurance, and credit cards. MoneySmart was founded in 2009 with the simple aim to help consumers make better financial decisions.

Through aggregating and consolidating product information to a single platform for comparison, MoneySmart empowers consumers to make better financial decisions. We put the power back into the consumer’s hands. Whether it is for loans, insurance, or credit cards, MoneySmart makes information easy to understand and products easy to apply for – all in one place

Your Mission

MoneySmart generates leads on its platform in the form of customers who are in the market for a home loan and who are interested in connecting with a Mortgage Specialist. Your mission will be to promptly call all the leads assigned to you, find out more about these customers’ mortgage needs, compare among the different available options, advise them on the best‑suited option, assist them on the application process and facilitate the follow‑up until the loan is officially secured. Post‑sales servicing and customer retention in the form of reviewing their home loan packages nearing to the end of their lock‑in period so as to advise on the option of refinancing, are also crucial aspects of this role.

Full work‑from‑home arrangement

All leads will be provided by the company. No face‑to‑face interactions with customers required

You will be provided with the necessary training on Singapore property purchase and refinancing process and mortgage products

You may need to be available outside of standard working hours at times because customers may not be available during the day due to work commitments

Reporting to the Head of Advisory, this role offers an excellent opportunity to achieve great success on a personal and team level, contributing to the growth of the Group’s overall business in Singapore.

Responsibilities

• Providing timely and excellent customer service for our customers who are seeking a mortgage for new purchase, refinancing or cash‑out reasons
• Advising on the overall property purchase process
• Achieving monthly mortgage revenue targets and thinking of ways to maximise lead potential
• Ensuring adherence to all compliance and regulatory requirements as well as department policies and procedures
• Following customer’s application through to approval
• Liaising with bankers on rates and promotions on an ad hoc basis

Requirements

Moneysmart Culture Values and Tenets

The traits we admire are core intrinsic qualities we look for in someone we want on our team, and we look for people who Hungry, Humble and Smart. We also expect all our people to uphold the following company values :

MoneySmart Group is an equal opportunity employer. Please include only relevant details and avoid unnecessary information (e.g., photos, age) in your job application to assist us in ensuring that the interview process is devoid of bias.

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