Proactively identify and attract new mortgage customers through various channels, including referrals, networking, and direct outreach.
Conduct comprehensive financial needs analysis for potential mortgage applicants to recommend suitable loan products and solutions.
Guide customers through the entire mortgage application process, including gathering required documentation, explaining terms and conditions, and addressing inquiries.
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Manage and follow up on internal leads from various sources, including call centre enquiries, staff loan applications, online lead forms, and other internal channels.
Qualify and nurture leads with quick turnaround time and within SLA requirements to maximise conversion rates.
Coordinate with internal stakeholders such as the Call Centre, HR (for staff loans), and CCU to ensure smooth lead referral and timely follow-up.
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LoanWorks Singapore is expanding and we are looking for driven, dynamic individuals with strong networking skills to join us as loan consultants. The role encompasses sales, client advisory & account management requirements. We offer a structured career progression path with an attractive remuneration package & performance bonuses.
i) Prior experience in financial services, preferably in mortgage sales
ii) Able to work independently, with minimum supervision
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Principally responsible for building and managing Direct Sales team to acquire new mortgage loans and to achieve the assigned business financial targets.
Managing & monitoring Mortgage Direct Sales team to drive productivity & to deliver assigned financial targets.
To achieve sales productivity of RM1.2m per sales staff per month.
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