Mortgage Advisor
International Leadership and Entrepreneurship Cooperative Subang Jaya Full-time
Screen and pre-qualify customers for mortgage loan applications
- Collect, check, and organize required documents from clients
- Advise clients and sales team on loan requirements and approval conditions
- Evaluate customer profiles, including CCRIS, CTOS, FIS, AKPK, DSR, and financial checks
- Guide clients on improving loan eligibility and credit scoring
- Submit necessary reports (approval, decline, cancellation, scoring, etc.)
- Liaise with banks and maintain strong relationships with bankers
- Follow up with clients and relevant parties for additional info or verifications
- Update the sales team on loan progress and outcomes
- Meet clients to explain the mortgage process and recommend suitable bank options
- Minimum 2 years’ experience in mortgage loans or retail banking
- In-depth knowledge of mortgage processes, documentation, and banking requirements
- Familiar with CCRIS, CTOS, and credit evaluation standards
- Detail-oriented, organized, and able to manage multiple applications simultaneously
- Excellent communication skills in English and Malay; Mandarin proficiency is a strong advantage
- Able to build client trust and provide advisory-level consultation
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Meet with potential customers to evaluate their financial background and homeownership goals.
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week onboarding program
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