Mortgage Service Officer

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time
Mortgage Service Officer

At HSBC, we're committed to delivering exceptional customer experiences and driving business growth. We're seeking a high-calibre professional to join our team as a Mortgage Service Officer, responsible for supporting the end-to-end mortgage process and application referred by branch and mortgage outreach sales teams.

Key Responsibilities
  • Grow the Bank's mortgage lending business by supporting the mortgage process and application referred by branch and mortgage outreach sales teams
  • Provide privilege mortgage solutions and services to customers, identifying their other banking needs and following through on mortgage application journeys
  • Communicate closely and timely with frontline teams on mortgage approval results and counter offers to secure mortgage drawdown and raise 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 with the Bank and uplift the application to drawdown ratio
Requirements
  • Knowledgeable in Mortgage products and credit guidelines
  • Able to work independently and collaborate well with team members and staff from frontline and internal departments
  • Good communication, interpersonal, and analytical skills
  • Great sense of responsibility and servicing mindset to ensure efficient and quality customer service processes
  • Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements


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