405 Mortgage Specialist jobs in Singapore

Are you passionate about helping clients achieve their homeownership dreams? Join our team as a Mortgage Specialist and be a key player in guiding customers through their home financing journey

Provide Mortgage Solutions – Advise clients on home loan options, refinancing, and mortgage planning.

Assess Client Needs – Analyze financial profiles to recommend the best mortgage solutions.

Manage Loan Applications – Assist clients in preparing and submitting mortgage applications.

Build Strong Relationships – Work closely with banks, financial institutions, and real estate agents.

Stay Updated – Keep up with mortgage rates, regulations, and market trends.

Strong communication & financial advisory skills – Ability to explain mortgage options clearly.

Sales-driven & target-oriented – Passionate about achieving financial goals.

Experience in mortgage advisory, banking, or finance is a plus.

Detail-oriented & analytical – Able to assess financial documents and loan structures.

Self-motivated & independent – Can work autonomously while meeting client needs.

Attractive commission & incentive structure

Training & professional development

Supportive team & mentorship program

Career growth opportunities in the financial industry

Ready to help clients secure their dream homes? Join us today

Description

At OCBC, we do not just merely provide a working space. We create a culture that allows you to flourish. Across the Bank, our leaders encourage fresh ideas, reward continuous learning and most importantly, we care for not just you but also your family. We recognise the passion, creativity, intellect, potential and uniqueness that each individual brings. We see you, the best in you.

As a Mortgage Specialist , you will be responsible for the growth of OCBC mortgage business while providing loan advisory and solutions to meet the property financing needs of customers. You will be provided opportunities to be stationed at showflat for deeper engagement with our business partners. You will identify and maximise sales opportunities, and also proactively build and manage long-term customer relationships with an emphasis on good after-sales service.
Apart from the scheduled duties at assigned showflat on weekend, you will work independently and take charge of your own time planning sales visits and presentations to potential customers.

This role encompasses engagement via cold calling and texting with potential business partners. Progressively you will established your sales network through regular contact with your referral sources. A strong emphasis is placed on sales’ integrity and ability to follow the correct procedure and bank’s policies.

With an emphasis on accurately profiling customers' needs, you will actively promote home loans to customers through alliance and referral by agents, lawyers and developers. You will identify and maximise sales opportunities, and will also proactively build and manage long-term customer relationships as well as provide good after-sales service.

You will work independently and take charge of your own time planning sales visits and presentations to potential customers and progressively build referral base of your very own through regular contact with your referral sources.

Qualifications

You must have a positive working attitude, good customer service skills, bilingual spoken and a high degree of initiative, and should preferably have a degree or diploma with sales experience in the banking and financial services industry.

You must be driven and able to work well under pressure to meet the sales targets, and also be able to commit to work on weekends.

We Are Looking for Leaders & Mortgage Professionals

How do you future-proof your mortgage career in the age of digitalisation and A.I? Can you build, not just a career but, a life-long business in mortgage until retirement?

We are looking for people with leadership skills to join us as mortgage strategists and help grow this boutique consultancy firm in the next 10 years of our journey (since 2014).

You might be the one we're looking for if:

• You are in mid-career and have been doing mortgage sales/brokering for more than 3 years with a proven sales record and a sizeable clientele base
• You have identified mortgage to be your chosen industry and career for life
• In the next phase of growth, you are looking for change to broker independently rather than to represent one single lender, and more importantly, the opportunity to do mortgage as your own business (work for yourself)
• You also like to focus more on consultation rather than paperwork, thus be able to spend more quality time at home with young's kids and aging parents
• You see yourself as "business owner" with leadership qualities, i.e. you must be self-motivated, driven, passionate, fast and yet thrive in a team setting

If all that describes you, we'll love to speak to you

Your biggest concern will be solved when you join us – Leads

Leads is the lifeblood of business, especially if you are building from scratch. Join an entrenched mortgage player with 11-year old (since 2014) proven track record with exploding leads.

We have a proven system of generating leads over the years, which has doubled since 2024, leading to an urgent need to assemble an A-list team of consultants quickly.

Benefits of Joining Us

1. Quality, not quantity: Access quality leads who search google with intent through A.I. Overview
2. More time for family with flexible hours & greater control of your time
3. Perpetuate relationship with your existing clients when you represent more than one lender
4. Double your conversion with a proven cycle-based methodology
5. (After probation) Career stability with prospect of employer CPF, performance bonus, etc.
6. Management role for high-performers including becoming directors, minority shareholders
7. A bigger purpose with meaningful work well into retirement years

Who Are We Looking For?

· Our ideal candidate is a mid-career mortgage specialist in banks with 3-5 years of experience

· We may consider candidates in other financial sales roles like RM, FA, etc, with demonstrated service excellence and a strong clientele base

Why Join Us?

Embark on an exciting journey in our next phase of growth (2023-2030) as we build an A-list team of consultants inspired by a common vison & purpose:

"To deliver value to clients at all levels and become that trusted authority in mortgage solutions. We do that through innovative processes, use of technology with human touch, data-driven methodology and, most importantly, a sales culture of integrity & honesty. For longer-term sustainability and client care through the generations, we are also building a system & structure for our people which promises career progression, personal growth, job fulfilment, sabbatical & cover duties, even retirement cashflow."

Our Vision

"To free people from the stress of mortgages and create a retirement income, for both employees and clients, so as to empower them to live their dreams and do good in the community we operate in."

Profit or Purpose?

We are building a sales culture with a difference and a system for achieving financial independence. Speak to us if you want to break away from stressful targets & high thresholds to meet every quarter.

This is a full-time position on full commission structure leading to high remuneration. To build a mortgage business for long-term, be prepared to forgo basic pay and "employee mindset". We don't talk about thresholds and targets, we talk about leads, conversions, business goals and revenue.

Monetary compensation aside, if you care about longer-term career sustainability, employee welfare and social cause, we'll love to talk to you.

Since our inception in 2014, MortgageWise.sg has attained thought leadership status in the Singapore home loans & mortgage planning space.

What You Must Possess:

A good diploma/degree with min. 3 years of experience in sales. And do you have the "GIFTS" we are looking for?

Growth mindset

Integrity in selling

Faithfulness in delivering your promises

Team player mentality

Speed in getting things done

(NOTE: Financial advisors looking for leads via part-time role need not apply. Only Singaporean candidates will be considered. You will only hear from us if you are shortlisted. We thank you for your interest.)

Apply for Position :

Social Cause & Pledge:

Cycle-based Approach:

Testimonials:

As a Mortgage and Real Estate Specialist, you will be responsible for the growth of BizSaver mortgage and real estate business while providing loan advisory and solutions to meet the property financing needs of customers.

You will be provided opportunities to network for deeper engagement with our business partners. You will identify and maximise sales opportunities, and also proactively build and manage long-term customer relationships with an emphasis on good after-sales service.

Apart from exceeding BizSaver and your personal targets, you will work independently and take charge of your own time planning sales visits and presentations to potential customers.

This role encompasses engagement via cold calling and texting with potential business partners. Progressively you will established your sales network through regular contact with your referral sources. A strong emphasis is placed on sales' integrity and ability to follow the correct procedure and bank's policies.

With an emphasis on accurately profiling customers' needs, you will actively promote business and home loans to customers through alliance and referral by agents, lawyers and developers. You will identify and maximise sales opportunities, and will also proactively build and manage long-term customer relationships as well as provide good after-sales service.

You will work independently and take charge of your own time planning sales visits and presentations to potential customers and progressively build referral base of your very own through regular contact with your referral sources.

You must have a positive working attitude, good customer service skills and a high degree of initiative, and should preferably have a degree or diploma with sales experience in the banking and financial services industry.

You must be driven and able to work well under pressure to meet the sales targets, and also be able to commit to work on weekends. Fresh graduates are highly welcomed. Join us, if you would like to kickstart your first step in Commercial and Consumer Banking

As a Mortgage and Real Estate Specialist, you will be responsible for the growth of BizSaver mortgage and real estate business while providing loan advisory and solutions to meet the property financing needs of customers.

You will be provided opportunities to network for deeper engagement with our business partners. You will identify and maximise sales opportunities, and also proactively build and manage long-term customer relationships with an emphasis on good after-sales service.

Apart from exceeding BizSaver and your personal targets, you will work independently and take charge of your own time planning sales visits and presentations to potential customers.

This role encompasses engagement via cold calling and texting with potential business partners. Progressively you will established your sales network through regular contact with your referral sources. A strong emphasis is placed on sales’ integrity and ability to follow the correct procedure and bank’s policies.

With an emphasis on accurately profiling customers' needs, you will actively promote business and home loans to customers through alliance and referral by agents, lawyers and developers. You will identify and maximise sales opportunities, and will also proactively build and manage long-term customer relationships as well as provide good after-sales service.

You will work independently and take charge of your own time planning sales visits and presentations to potential customers and progressively build referral base of your very own through regular contact with your referral sources.

You must have a positive working attitude, good customer service skills and a high degree of initiative, and should preferably have a degree or diploma with sales experience in the banking and financial services industry.

You must be driven and able to work well under pressure to meet the sales targets, and also be able to commit to work on weekends. Fresh graduates are highly welcomed. Join us, if you would like to kickstart your first step in Commercial and Consumer Banking!

About the Role:

We are seeking a highly skilled Mortgage Loan Advisor to join our organization. In this role, you will be responsible for advising clients on their mortgage needs and helping them secure the best loan solutions.

Key Responsibilities:

• Provide personalized mortgage advice to clients based on their financial situations and needs.
• Follow up on warm leads provided by the company to convert them into sales.
• Guide clients through the mortgage application and approval process.
• Buid strong relationships with clients and maintain ongoing communication.
• Stay updated with the latest mortgage products, interest rates, and market trends.
• Achieve sales targets and contribute to team goals.

What We Offer:

• Competitive commission rates with uncapped earning potential.
• An attractive basic salary to provide stable income.
• Warm leads provided to jumpstart your sales pipeline.
• Comprehensive training and ongoing support.
• Opportunity for career advancement in a reputable financial institution.

Requirements:

• Minimum Diploma qualification.
• Previous experience in mortgage advisory, banking, financial services, or sales preferred but not mandatory.
• Strong interpersonal and communication skills.
• Customer-focused with the ability to build trust and rapport.
• Self-motivated and target-driven.
• Ability to work independently and as part of a team.

Elitez Pte Ltd is seeking a Mortgage Loan Officer to enhance its commercial property loan portfolio. The successful candidate will be responsible for contacting existing customers to offer repricing packages, ensuring compliance with regulatory guidelines and maintaining profitability.

This role requires proactive communication skills, objection handling, and a customer-centric mindset to convince customers to accept our repricing package.

The ideal candidate should have good interpersonal skills, be mature, meticulous, well-organized, and able to work independently as well as in a team. Additionally, they should possess a fast learning ability, particularly in commercial property knowledge and regulatory requirements.

Join our team and take on a challenging role as a Settlement Officer where you will be responsible for supporting the Wealth Management Operations team in asset setup and maintenance within the Avaloq system.

This is an exciting opportunity to work with financial products, data management, and process accuracy. As a Settlement Officer, you will be part of a dynamic team that supports Singapore and Hong Kong business units in various asset types (Equity/Bond/Option) in the main system (Avaloq).

• Basic understanding of financial instruments (Equities, Bonds, Options, Structured Products)
• Experience in operations or middle office within banking or financial services
• Strong attention to detail and accuracy in data handling
• Good working knowledge of Microsoft Excel and Word
• Ability to follow processes and adhere to compliance standards
• Effective communication skills to liaise with cross-functional teams
• Strong organizational and time management skills

• Hands-on experience with Avaloq core banking system
• Familiarity with Singapore and Hong Kong financial market practices
• Exposure to structured products documentation (e.g., Termsheets)
• Experience with master data setup (Business Partners, SSIs, Money Accounts)
• Involvement in User Acceptance Testing (UAT) or process improvement initiatives
• Knowledge of operational risk and SLA management

• Support Singapore and Hong Kong business units on setting up and maintenance of various asset types (Example: Equity/Bond/Option) in the main system (Avaloq)
• Enrich Structured Product lean assets against details in Termsheets and liaise with Product team on any clarifications
• Set up and maintain Business Partners, Containers, Standard Settlements Instructions and Money Accounts to facilitate operations
• Re-formatting and uploading of Termsheets for client documentation
• Support new initiatives and perform UAT when required
• Ensures full compliance to all policies and regulations. This includes adherence to SLAs (Service Level Agreement) with Wealth Business and other internal and external customers
• On-time escalation of issues and risks to the Team leader or to the Department Head
• Performs other duties that may be assigned from time to time

We are looking for candidates who are highly organized, have excellent communication skills, and a strong attention to detail. If you are interested in this career opportunity, please send in your updated resume to apply at the earliest.

We are seeking a dynamic and results-driven professional to fill the position of Wealth Manager.

About the Role:

• Develop and execute strategic plans to expand our client base and strengthen existing relationships.
• Build long-term partnerships with key clients by understanding their needs and delivering customized solutions.
• Analyse sales data and market trends to identify new opportunities and improve business processes.
• Contribute to the development of sales policies, procedures, and training programs to drive growth and improvement.

Requirements:

• Local Diploma, Bachelor's, or Master's degree
• Age 21 years old and above
• Strong communication and presentation skills
• Self-driven, dedicated, and motivated individual
• No prior experience necessary
• Open to Singaporeans and Singapore Permanent Residents only

What We Offer:

• Competitive basic pay with commission bonus
• Ongoing mentorship and career coaching
• Rapid career progression and leadership opportunities
• Monthly rewards and recognition program
• Incentive overseas trips for team members