Mortgage Direct Sales Specialist

About Us

Established in 1932 as Singapore’s longest-standing bank, we focus on helping individuals and businesses realize their aspirations by understanding their needs and delivering tailored support, services, and financial solutions. Currently transforming through innovation and technology, our goal remains to become Asia’s premier financial services partner committed to sustainability.

Position Overview

We are looking for a Mortgage Direct Sales Specialist to assist customers in fulfilling home ownership and financing objectives by offering trusted mortgage products. This role involves handling internal leads, converting enquiries into finalized mortgage deals, and consistently delivering excellent customer service within established compliance frameworks.

Responsibilities

• Manage and promptly follow up on internal leads received from multiple channels such as call centres, staff loan applications, and online forms.
• Qualify and nurture leads with speedy response times adhering to service level agreements to boost conversion rates.
• Work closely with internal stakeholders including Call Centre, HR, and Credit Control Unit to ensure smooth lead referrals and timely track-follow-ups.
• Maintain accurate and detailed documentation of customer interactions and lead progress within the CRM platform.
• Provide quality feedback on lead quality and customer insights to enhance lead generation strategies.
• Ensure compliance with bank policies and regulatory standards when dealing with customer and staff information.
• Effectively prioritize multiple leads while maintaining professionalism and high customer service standards.
• Drive sales outcomes through disciplined follow-ups, quality engagements, and closure tactics to meet or exceed sales targets.
• Support select internal servicing issues, including internal restructuring cases.

Candidate Profile

• University graduate, preferably with qualifications in finance, business, or a related field.
• Experience in mortgage lending, secured loans, or direct sales with proven sales achievements.
• Highly motivated, results-driven, with strong discipline in follow-up and accountability for sales success.
• Excellent communication and interpersonal skills to engage customers confidently and professionally.
• Strong organizational capabilities to manage multiple priorities in a fast-moving environment.
• Ability to work independently while collaborating effectively with internal teams.
• Commitment to delivering quality customer interactions fully compliant with risk and regulatory standards.

What We Offer

• Competitive base salary.
• Flexible benefits tailored to diverse lifestyles.
• Opportunities for professional development and industry-leading learning.
• Community involvement initiatives.
• Focus on personal wellbeing, growth, and career advancement alongside customer needs.