Mortgage - Direct Sales
OCBC Bank · Singapore
WHO WE ARE:
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
Why join
Help customers achieve their home ownership and financing goals through trusted mortgage solutions. As a Mortgage - Direct Sales specialist, you will manage internally generated leads and play a key role in converting customer enquiries into successful mortgage outcomes. This is a rewarding role for individuals who are sales-driven, customer-focused, and motivated to deliver strong results within defined service standards and turnaround timelines, while upholding high service and compliance standards.
How you succeed
You succeed by taking a disciplined, customer-centric approach to lead management. By responding promptly to internal leads within agreed SLAs / turnaround time, delivering quality customer engagements, and maintaining strong follow-up practices, you build trust and guide customers confidently towards closure which maximises conversion opportunities. Building effective internal partnerships, exercising sound judgement in prioritising leads, and consistently delivering professional, compliant sales interactions will be critical to your success. Performance will be measured by lead turnaround time, conversion ratio, and achievement of sales targets.
What you do
Manage and follow up on internal leads from various sources, including call centre enquiries, staff loan applications, online lead forms, and other internal channels.
Qualify and nurture leads with quick turnaround time and within SLA requirements to maximise conversion rates.
Coordinate with internal stakeholders such as the Call Centre, HR (for staff loans), and CCU to ensure smooth lead referral and timely follow-up.
Maintain accurate and comprehensive records of customer interactions and lead progress in the CRM system.
Provide feedback to internal teams on lead quality and customer insights to continuously improve lead generation processes.
Ensure full compliance with bank policies and regulatory requirements when handling customer and staff-related information.
Effectively prioritise and manage multiple leads while maintaining high standards of customer service and professionalism.
Drive sales performance through consistent follow-up, quality customer calls, and effective closure techniques.
Achieve and exceed sales targets, with performance measured by conversion ratio and overall sales outcomes.
Support selected internal servicing cases, such as internal restructuring cases.
Who you are
Possess a university degree, preferably with a background in finance, business, or a related discipline.
Possess relevant experience in mortgage, secured lending, or direct sales, with a demonstrated sales track record.
Are sales-driven, motivated, and results-oriented, with strong follow-up discipline and accountability for outcomes.
Demonstrate strong communication and interpersonal skills, with the ability to engage customers professionally and confidently.
Are well-organised and able to manage multiple priorities in a fast-paced environment.
Are able to work independently while collaborating effectively with internal stakeholders.
Are committed to delivering quality customer interactions while adhering to compliance and risk standards.
What we offer:
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
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