Mortgage Specialist – Customer Facing Sales Role

About the role

The Mortgage Specialist works in a branch‑based, customer‑facing environment to generate revenue by recommending and fulfilling mortgage and insurance products for clients. The role follows HSBC’s EDRAS sales process to ensure a consistently excellent customer experience while encouraging the use of alternative channels where appropriate.

Key responsibilities

• Sell mortgage and insurance products, meeting monthly personal production goals.
• Contact prospective clients, develop referral sources and meet customers outside the normal branch location.
• Take mortgage applications, prepare effective pre‑approvals and provide superior customer service.
• Engage in marketing and promotional activities to support personal sales.
• Stay informed of mortgage industry trends, attend training sessions and maintain compliance with regulations and HSBC Code of Conduct.

Required profile

• Experience selling mortgages within the last twelve months.
• Strong interpersonal skills and confidence in handling customer negotiations.
• Detail‑oriented decision‑making with the ability to work independently.
• Proficiency in Microsoft Office suite (Word, Excel, Outlook).

Required skills

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook