Mortgage Specialist

MoneySmart Group

Mortgage Specialist generating home loan leads and guiding customers through the mortgage application process. Providing training on property purchases and refinancing, focusing on customer engagement.

Posted 6/24/2026full-timeRemote • 🇲🇾 MalaysiaMid-LevelSenior💰 MYR 5,000 - MYR 9,000 per monthWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

mortgage saleshome loansrefinancingcash-outsales targetsapplication checkslead generationcustomer experienceproduct knowledgecompliance

Soft Skills

communication skillssales-drivengoal-orientedresiliencepersistencecustomer-centricself-motivateddisciplinedaccountabletimely follow-ups

Tools & Technologies

CRM systems

Industry Keywords

mortgage requirementsloan completionregulatory requirementsinternal policiesperformance-driven environmentlead potentialproperty purchaseadvising customersmonthly revenue targetsapplication journey

About the role

Key responsibilities & impact

Promptly engage assigned leads and understand their mortgage requirements (new purchase, refinancing, or cash-out)
Compare mortgage options and recommend the most suitable solutions
Advise customers on the overall property purchase and financing process
Support customers through the application journey until approval and loan completion
Review loans nearing the end of their lock-in period and advise on refinancing opportunities
Achieve monthly mortgage revenue targets and identify opportunities to maximise lead potential
Liaise with bankers on rates and promotions as needed
Ensure strict adherence to compliance, regulatory requirements, and internal policies

Requirements

What you’ll need

Minimum 5 years of relevant experience in mortgage sales
Clear, confident communicator with strong verbal and written communication skills
Strong product knowledge of home loans and the broader mortgage industry
Highly sales-driven, goal-oriented, and results-focused, with the resilience and persistence to navigate setbacks and objections
Proven ability to consistently achieve or exceed monthly sales targets in a fast-paced, performance-driven environment
Strong computer literacy, with hands-on experience using CRM systems and highly meticulous in administrative work, including accurate application checks and timely follow-ups
Highly responsive and customer-centric, delivering prompt follow-ups, sound advice, and an excellent overall customer experience
Self-motivated, disciplined, accountable, and committed to achieving monthly sales targets

Benefits

Comp & perks

A full work-from-home arrangement for Malaysia based position / hybrid working model for our Singapore based position
Base salary plus performance-based commissions with high earning potential
All leads provided by the company and no requirement for face-to-face customer interactions
Comprehensive training will be provided on Singapore property purchases, refinancing processes, and mortgage products
Flexibility to be available outside standard working hours may be required to accommodate customers’ schedules