Mortgage Service Officer
2 months ago
Unlock Your Potential in a Dynamic Career
At HSBC, we're committed to helping our customers achieve their financial goals. As a Mortgage Service Officer, you'll play a critical role in delivering exceptional customer experiences and driving business growth.
Key Responsibilities:
- Support the end-to-end mortgage process, working closely with branch and mortgage outreach sales teams to grow the Bank's mortgage lending business.
- Provide personalized mortgage solutions and services to customers, identifying their other banking needs and following through on mortgage application journeys.
- Communicate effectively with frontline teams on mortgage approval results and counter offers to secure mortgage drawdowns and increase the Bank's mortgage penetration.
- Liaise with internal and external departments to ensure mortgage documents comply with Bank policies, guidelines, and regulatory requirements, as well as service standards.
- Collaborate with various branch streams and outreach sales teams to fulfill customers' property and financial needs, and improve the application-to-drawdown ratio.
Requirements:
- Knowledge of mortgage products and credit guidelines.
- Ability to work independently and collaboratively with teams and staff from frontline and internal departments.
- Excellent communication, interpersonal, and analytical skills.
- Strong sense of responsibility and customer-centric mindset to ensure efficient and high-quality customer service processes.
- Relevant insurance and investment licenses, with ongoing Continuing Professional Development (CPD) requirements.
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