Kerja Internship Mortgage Consultant, Gaji tinggi MYR 5,000 di DREAM TRI ASSOCIATION Selangor - Maukerja

Responsibilities

Client Acquisition & Advisory

• Qualify leads and run short needs assessments to recommend suitable mortgage options.
• Explain rates, fees, and loan features in plain language so clients feel confident in choices.
• Present lender comparisons and advise on affordability and repayment scenarios.
• Follow up with potential clients until applications are submitted or a clear next step is set.

Loan Processing & Documentation

• Prepare complete loan applications with supporting documents for submission to banks and panel lenders.
• Track application status and resolve queries from banks to keep approvals moving.
• Coordinate with valuers, conveyancers, and employers to obtain timely documents.
• Ensure accuracy of client data and that all paperwork meets lender checklist requirements.

Relationship Management & Aftercare

• Maintain client records and update borrowers through key milestones until disbursement.
• Handle simple renegotiation or refinancing requests and refer complex cases to senior advisers.
• Collect feedback and keep clients informed about post-loan responsibilities and timelines.
• Work with our team to improve client materials and standard operating checklists.

Requirements

Qualifications & Experience

• Fresh graduate or 0 years of relevant work experience is welcome.
• Any diploma or degree in finance, business, accounting, or related fields preferred but not required.
• Interest in mortgages, property finance, or retail banking is essential.
• Willingness to attend lender briefings and on-the-job training sessions.

Hard Skills & Knowledge

• Proficient in Microsoft Office for preparing client summaries and simple financial tables.
• Basic understanding of household income calculations, loan-to-value, and instalment ratios.
• Familiarity with loan application workflows, document checklists, and common bank requirements.
• Comfortable using CRM tools or learning sales tracking systems to log leads and progress.

Soft Skills & Qualities

• Communicate clearly and patiently with clients, translating technical terms to plain English.
• Organised and detail-minded to keep documents accurate and approvals timely.
• Service-oriented mindset, ready to support clients through a stressful and important purchase.
• Resilient and coachable, open to feedback and steady improvement in sales and compliance practices.

Ready to help people buy their first home? Working with us at DREAM TRI ASSOCIATION means joining a friendly finance team that helps Malaysians navigate mortgage choices with honesty and clear steps. We focus on matching clients to lenders, simplifying paperwork, and protecting clients from costly mistakes.

As a Mortgage Consultant you will build repeatable lending journeys that start with a conversation and end with a signed loan. You will design client-friendly processes, prepare accurate applications, and scale our outreach to first-time buyers and property investors.

Your Growth & Impact

• Build hands-on experience in mortgage structuring and loan packaging across local banks and lenders.
• Develop client-facing skills by advising real buyers and managing full application lifecycles.
• Expand your professional network with lenders, valuers, and property agents.
• Grow into senior advisory or team roles as you demonstrate reliable deal closures and strong compliance.