Mortgage Advisor

To acquire Mortgage Loans through effective relationship management, ensure delivery of quality service to the customers; project a professional image, with an aim to meet budgeted volumes for mortgage loans on a team and individual level.

Key Responsibilities

• Generate business to achieve defined sales targets in mortgages
• To explain the documentation, application and approval process of mortgage loans to the customer
• Liaise with the customers pre and post approval for completion of documentation and all related formalities
• To ensure that applications are error free and turnaround times are maintained.
• Assist RM’s in Tie-ups with Real Estate Agents and provide information on property market and other competitors on a regular basis. Ensure to list two real estate companies per quarter.
• Establish relationship with staff at the developer offices
• Focus on New to bank customers
• Assist in generation of team MIS and regular updates on pipeline.

Skills

What You Should Have

• Strong selling and inter-personal skills required to market new customers and cross sell to existing bank customers
• Thorough knowledge of Mortgages – from sales, front-end credits and process perspective.
• Ability to recognize good quality loan applications (front end credit checks) and to forward only relevant files for Credit Approval

What We Are Looking For

• Minimum 2 years’ experience in sales, preferably with exposure to mortgage product