Mortgage Specialist / Senior Mortgage Specialist - Wealth and Personal Banking

HSBC

  • Sha Tin District, Hong Kong
  • Permanent
  • Full-time
  • 1 month ago
Job descriptionSome careers have more impact than others.If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.We are currently seeking a high calibre professional to join our team as a Mortgage Specialist / Senior Mortgage Specialist.Principal Responsibilities
  • Grow the Bank’s mortgage lending business by supporting the end-to-end mortgage process and application referred by branch and mortgage outreach sales team
  • Provide privilege mortgage solutions and services to customer. Identify customer other banking needs such as protection, financial and follow through mortgage application journey
  • Communicate closely and timely with frontline on mortgage approval result and counter offer to secure the mortgage drawdown and raise Bank’s mortgage penetration
  • Liaise with internal and external department to ensure mortgage documents are in compliance with the Bank’s 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 at the same time can collaborate well with team and staff from frontline and internal department
  • Good communication, interpersonal and analytical skills
  • Great sense of responsibility and servicing mind-set to ensure efficient and quality customer service processes
  • Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
You’ll achieve more when you join HSBC.HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.Issued by The Hongkong and Shanghai Banking Corporation Limited.#DISTRIBUTION2025

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