Mortgage Specialist
1 month ago
Are you a high-calibre professional looking to take your career to the next level? We're seeking a talented individual to join our team as a Mortgage Specialist/Senior Mortgage Specialist.
Key Responsibilities
- Drive geographic market growth and share penetration
- Stay on top of market intelligence and changes, providing feedback to management to ensure competitiveness
- Establish strong relationships with customers, assisting them in selecting mortgage and general insurance products
- Offer expert property financing advice, recommendations, and services to customers referred by various business sources
- Act as a mentor for junior mortgage specialists, providing coaching and support
- Build and maintain relationships with intermediaries, such as property agencies
Requirements
- University degree with prior mortgage-related working experience at a financial institution or brokerage firm with general insurance license
- Extensive knowledge of mortgage products with proven experience, preferably with team leading exposure
- Independent contributor with a collaborative approach, working well with staff from frontline and internal departments
- Outgoing and positive, with strong relationship building and agency networking skills
- Good command of Cantonese and English, with Mandarin being advantageous
- Holder of relevant insurance and investment licenses, with compliance with Continuing Professional Development (CPD) requirements
- Candidates with less mortgage experience will be considered for a Senior Mortgage Specialist I role
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