Mortgage Specialist

MoneySmart Group is South East Asia's leading personal financial portal helping consumers compare loans, insurance, and credit cards. MoneySmart was founded in 2009 with the simple aim to help consumers make better financial decisions.

Mission

MoneySmart generates home loan leads from customers looking to connect with a Mortgage Specialist. You will engage leads, understand their mortgage needs, and guide them through the application process, while driving revenue and ensuring compliance. This role offers :

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

Responsibilities

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

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

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

Moneysmart culture values and tenets

The traits we admire are core intrinsic qualities we look for in someone we want on our team, and we look for people who are Hungry, Humble and Smart. We also expect all our people to uphold the following company values:

Play to win as a team

Solve for the customer

Embrace a personal growth mindset

Step up and own it

Challenge the status quo and deliver outcomes

MoneySmart Group is an equal opportunity employer. Please include only relevant details and avoid unnecessary information (e.g., photos, age) in your job application to assist us in ensuring that the interview process is devoid of bias.