Mortgage Specialist

Sales Prospecting

• Source prospective clients for secured lending products through business alliances such as lawyers, insurance agents, real estate agents and other partner‑in‑sales.
• Collaborate and work alongside branches to improve referrals and cross‑sales activities.
• Ensure adherence to responsible selling guidelines and structure proposed solutions that meet the client’s financial needs.
• Ensure accurate and timely completion of the end‑to‑end application process.
• Submit sales/pipeline management reports.
• Deliver excellent customer service and achieve satisfactory net promoter score.
• Stay abreast of updated product information, market changes, and provide market intelligence and customer feedback to management for appropriate action.

Compliance & Standards

• Ensure self‑compliance with Alliance Bank’s policies and procedures, sales compliance, KYC, AMLA guidelines, third‑party confid...