What Jobs are available for Loan Specialist in Hong Kong?
Showing 31 Loan Specialist jobs in Hong Kong
Personal / Unsecured Loan Product Specialist (Consumer Loan Business)
Posted today
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Job Description
Responsibilities:
1.產品週期管理
1.End-to-End Product Management
主導個人貸款及信用卡產品的全流程管理,涵蓋市場調研、需求分析、產品設計、定價策略、風險評估及產品上線後優化。
Lead the full lifecycle of personal loan and credit card products, covering market research, demand analysis, product design, pricing strategy, risk assessment, and post-launch optimization.
推動數位化管道整合(如網上銀行、移動端應用),提升客戶體驗。
Drive digital channel integration (e.g., online banking, mobile apps) to elevate customer experience.
2.跨部門協同運作
2.Cross-Functional Collaboration
協同風險管理、IT、市場及合規團隊,確保產品競爭力與嚴格合規性。
Partner with risk management, IT, marketing, and compliance teams to ensure competitive positioning and strict regulatory adherence.
制定高效且合規的運營政策與操作流程。
Establish operational policies/procedures for efficiency and compliance.
3.績效監控與合規管理
3.Performance & Compliance Oversight
通過數據分析跟蹤產品關鍵績效指標(KPI),優化策略以實現業務目標。
Monitor product KPIs through data analytics, refining strategies to achieve business objectives.
確保業務符合香港金管局指引、內部政策及國際監管要求。
Ensure alignment with HKMA guidelines, internal policies, and global regulations.
Requirements:
1.經濟、金融、市場行銷等相關專業本科及以上學歷。
1.Bachelor's degree in Economics, Finance, Marketing, or related fields.
2.3年以上銀行/金融機構從業經驗,具備個人貸款/信用卡產品經驗。
2.3+ years in banking/financial services, with hands-on experience in personal loan/credit card product management.
3.在信用風險模型開發、市場趨勢分析及香港金融管理局(HKMA)監管框架遵循方面具備豐富的專業知識。
3.Proven expertise in credit risk models, market trends, and HKMA regulatory frameworks.
4.具備較強的問題解決能力及責任感,能在資源有限情況下優先處理任務。
4.Strong problem-solving skill and responsible, able to prioritize the jobs with limited resources.
5.溝通及執行能力突出,注重高質量成果,抗壓能力強並能按時完成任務。
5.Strong communication skills and execution skill with high quality outcome, can work under pressure to complete the task on time.
6.中英文書寫及口語流利,精通普通話。
6.Good command of written & spoken English and Chinese including Putonghua.
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Specialist, Loan Services
Posted today
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Job Description
Job Responsibilities:
- Handle consumer loan application
- Perform credit analysis, evaluation and recommend loan approval according to the established credit guideline
- Assist in daily branch operation and deliver high quality service to customers
- Handle and follow up customer loan repayment
- Cross-sell loan products to customers
- Perform administrative duties
Job Requirements:
- F. 5 HKCEE / F.6 HKDSE or above
- Minimum 5 years of relevant working experience in Finance / Banking industry specialized in consumer lending business
- Excellent customer service skills, with ability to work under pressure
- Detail-oriented, well-organized, able to work independently and a good team player
- Good analytical, interpersonal and communication skills
- Good command of Cantonese and English
Job Type: Full-time
Pay: $22, $24,000.00 per month
Benefits:
- Additional leave
- Maternity leave
- Opportunities for promotion
Work Location: In person
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Specialist, Loan Services
Posted today
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Job Description
United Asia Finance Limited (亞洲聯合財務有限公司) is the market leader specializes in consumer lending in Hong Kong and PRC via a mix of business channels including network of branches, Internet and mobile. We strive to maintain our market leadership by continuous uplift of professionalism and creation of new market practices and standards through innovation. We have 46 branches in Hong Kong and coverage in 15 main cities in PRC.
Join us if you are talented with the matched skillset and experience and want more:
Regain work-life balance and regular work pattern
Learn the best market practices and standards
Enrich your career professionalism in an innovative environment
Explore personal interests in company activities, outings and classes
Earn a competitive remuneration package comparable to the market
You may visit to know more about United Asia Finance Limited. Do act now and send us your application and CV.
We are expanding our business and network in the market and would like to invite high caliber talent to join us for a rewarding and meaningful career journey.
Specialist, Loan Services - Branch
Job Responsibilities:
- Handle consumer loan application
- Perform credit analysis, evaluation and recommend loan approval according to the established credit guideline
- Assist in daily branch operation and deliver high quality service to customers
- Handle and follow up customer loan repayment
- Cross-sell loan products to customers
- Perform administrative duties
Job Requirements:
- F. 5 HKCEE / F.6 HKDSE or above
- Minimum 5 years of relevant working experience in Finance / Banking industry specialized in consumer lending business
- Excellent customer service skills, with ability to work under pressure
- Detail-oriented, well-organized, able to work independently and a good team player
- Good analytical, interpersonal and communication skills
- Good command of Cantonese and English
We Offer:
Remuneration Package
- Competitive Basic Salary
- Double Pay
- Performance Bonus
Paid Leaves
- Annual Leave
- Birthday Leave
- Family-Friendly Leave
- Recreation Leave
- Marriage Leave
- Maternity Leave
- Paternity Leave
- Compassionate Leave
Healthcare Programs
- Life and Accident Insurance Scheme
- Medical Benefits
Staff Learning Subsidies and Development
- Comprehensive on-the-job training
- Learning Sponsorship
- Personal development and growth opportunities
Company Activities and Gathering
- Diversified Interest Classes
- Company Outing
- Sponsored Gathering
- Marathon Running
Interested parties please send your CV indicating your current salary, expected salary and availability to Human Resources Department, by email to
(Personal data collected will be treated in the strictest confidence and will be handled by authorized personnel for recruitment-related purposes only. Applicants who do not hear from us within 3 months may consider their application unsuccessful and their data will be destroyed within 24 months of receipt.)
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Mortgage Specialist
Posted today
Job Viewed
Job Description
Some careers have more impact than others.
If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.
Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation
We are currently seeking a high calibre professional to join our team as a Mortgage Specialist / Senior Mortgage Specialist I
Principal Responsibilities
In this role you will
- To outreach and acquire mortgage sales from intermediaries, i.e. property developers, brokers, real estate agencies and solicitors
- To handle mortgage referrals and contact customers for application appointments
- To meet customers and take completed mortgage applications with required documents, and pass to Mortgage Sales Centre for fulfilment process
- To consistently deliver the required service standards and enhance customer experience through provision of mortgage service
- To cultivate and maintain good business relationship with agency / brokers / solicitors
- To collaborate with Mortgage Servicer Officers to handle the fulfilment process, to enhance drawdown ratio and speed up the turnaround time
Qualifications
To be successful you will need
- Knowledgeable in Mortgage products and credit guidelines
- Proven ability to manage complex projects and lead change across a variety of stakeholders to deliver results with multiple deadlines
- Able to work independently and at the same time can collaborate well with team and staff from frontline and internal department
- Great interpersonal and communication skills, both written and verbal
- Good PowerPoint, Excel and Word skills
- Good spoken and written English and Chinese skills, with Putonghua a definite advantage
- Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).
You'll achieve more at HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
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Mortgage Specialist
Posted today
Job Viewed
Job Description
Job Description
Some careers have more impact than others.
If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation
We are currently seeking a high calibre professional to join our team as a
Mortgage Specialist / Senior Mortgage Specialist I
Principal Responsibilities
In this role you will
- To outreach and acquire mortgage sales from intermediaries, i.e. property developers, brokers, real estate agencies and solicitors
- To handle mortgage referrals and contact customers for application appointments
- To meet customers and take completed mortgage applications with required documents, and pass to Mortgage Sales Centre for fulfilment process
- To consistently deliver the required service standards and enhance customer experience through provision of mortgage service
- To cultivate and maintain good business relationship with agency / brokers / solicitors
- To collaborate with Mortgage Servicer Officers to handle the fulfilment process, to enhance drawdown ratio and speed up the turnaround time
Requirements
To be successful you will need
- Knowledgeable in Mortgage products and credit guidelines
- Proven ability to manage complex projects and lead change across a variety of stakeholders to deliver results with multiple deadlines
- Able to work independently and at the same time can collaborate well with team and staff from frontline and internal department
- Great interpersonal and communication skills, both written and verbal
- Good PowerPoint, Excel and Word skills
- Good spoken and written English and Chinese skills, with Putonghua a definite advantage
- Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks).
Opening up a world of opportunity
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
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Mortgage Specialist
Posted today
Job Viewed
Job Description
Job Highlights
- Base salary + commission (Guaranteed $26,000- $27,000 for the first 3 months, depending on relevant experience)
- 5.5-day work / Bank Holidays
Job Description
- Handle mortgage applications and follow up the process until commission disbursement
- Maintain and develop relationship with existing and Property Agency Base
Job Requirements
- University graduate with major in Business Administration, Finance, Marketing or related disciplines
- Minimum 2 years working experience with bank mortgage products or property agencies, with financial institution exposure preferred
- Strong sales and service orientation
- Able to work under pressure
- Good command of spoken and written English, Chinese and Putonghua
Company Overview
Pleasea visit our website at to learn more about us.
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Mortgage Specialist / Senior Mortgage Specialist -Hong Kong Business
Posted 2 days ago
Job Viewed
Job Description
Brand: HSBC
Area of Interest: Branch and Retail Banking
Location:
Shatin, New Territories, HK
Work style: Office Worker
Date: 17 Oct 2025
**Some careers have more impact than others.**
If you're looking for a role where you can continue to make an impression, take the next step at HSBC where your contributions will always be valued.
Wealth and Personal Banking (WPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation
We are currently seeking a high calibre professional to join our team as a **Mortgage Specialist / Senior Mortgage Specialist I**
**Principal Responsibilities**
In this role you will
+ To outreach and acquire mortgage sales from intermediaries, i.e. property developers, brokers, real estate agencies and solicitors
+ To handle mortgage referrals and contact customers for application appointments
+ To meet customers and take completed mortgage applications with required documents, and pass to Mortgage Sales Centre for fulfilment process
+ To consistently deliver the required service standards and enhance customer experience through provision of mortgage service
+ To cultivate and maintain good business relationship with agency / brokers / solicitors
+ To collaborate with Mortgage Servicer Officers to handle the fulfilment process, to enhance drawdown ratio and speed up the turnaround time
Qualifications
To be successful you will need
+ Knowledgeable in Mortgage products and credit guidelines
+ Proven ability to manage complex projects and lead change across a variety of stakeholders to deliver results with multiple deadlines
+ Able to work independently and at the same time can collaborate well with team and staff from frontline and internal department
+ Great interpersonal and communication skills, both written and verbal
+ Good PowerPoint, Excel and Word skills
+ Good spoken and written English and Chinese skills, with Putonghua a definite advantage
+ Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to (Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ( ).
**You'll achieve more at HSBC.**
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by **The Hongkong and Shanghai Banking Corporation Limited.**
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Loan Officer
Posted today
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Our client is one of Hong Kong's leading banks, seeking a Loan Officer to join their dynamic team. In this role, you will be responsible for processing loan applications and providing exceptional service to our clients throughout the loan process.
Responsibilities:
- Identifying client needs and promote loan products via inbound and outbound channels to achieve sales targets.
- Review and process loan applications, ensuring compliance with company standards and regulatory requirements.
- Conduct thorough credit analyses, including evaluating credit reports, financial statements, and income verification.
- Liaise with clients to collect required documentation and provide timely updates on application status.
- Handle client inquiries and provide information about various loan products and terms.
- Monitor loan portfolios for compliance and risk management, reporting any discrepancies or issues.
Qualifications:
- HKDSE/HKCEE or above.
- Minimum of 2 years of experience in loan sales.
- Fluent in Cantonese, English, and Mandarin.
- Excellent interpersonal and communication skills with a strong focus on sales.
- High level of customer orientation and the ability to deliver quality service.
Interested parties please click "APPLY NOW" with your full resume with CURRENT & EXPECTED SALARY. Applicants who do not hear from us within six weeks from the date of the close of applications should consider their applications unsuccessful.
Personal data collected will be used for recruitment purpose only. All applications will be treated in strict confidence.
Job Types: Full-time, Permanent
Pay: $20, $30,000.00 per month
Application Question(s):
- What is your expected salary?
- What is your current/last salary?
Education:
- Bachelor's Degree (Preferred)
Language:
- Cantonese (Preferred)
- English (Preferred)
- Mandarin (Preferred)
Work authorization:
- Hong Kong (Required)
Work Location: In person
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Senior Loan Officer
Posted today
Job Viewed
Job Description
Responsibilities:
- Handle personal loan applications and assist in branch business development
- Handle customer's enquiry including counter services and follow up delinquent accounts
- Assist branch in-charge to oversee branch operations
- Possess good marketing skills and connection will be an advantage.
Requirements:
- Form 5 or above
- Minimum 2-3 years' relevant experience in personal loan or similar field industry
- Strong in problem solving and good negotiation skill
- Marketing oriented character.
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Mortgage Loan Officer
Posted today
Job Viewed
Job Description
Job Responsibilities:
- Develop and review mortgage/credit loan product(s)
- Develop and maintain risk management policies and procedures
- Review and follow up of mortgage loan applications, including documentation and operation support
- Follow up with clients, mortgage agency and in-house sales
- Identify risk and prepare risk reports to management on a regular basis
- Perform ad hoc assignments
Requirements:
- Degree holder in Business Administration, Risk Management, Finance or relevant discipline
- Minimum 2 years' solid experience in marketing, credit and loan administration, exposure to mortgage loan is definitely advantage
- Well-organized, strong sense of responsibility and a good team player
- Clear written and spoken English
- Good in both spoken Mandarin and written Chinese is a plus
- Proficiency in PC applications
If you are looking for an environment of growth and opportunities, please email your resume, including your present and expected salary, to the Personnel & Administration Department or click Quick apply through JobsDB.
"All personal data collection is for recruitment purposes. The data provided by job applicants will be used strictly in accordance with the employer's personal data policies, a copy of which will be provided immediately upon request."
Company Overview
Phillip Securities Group is one of the members of PhillipCapital. PhillipCapital founded in 1975 in Singapore, our member companies operate in 16 financial hubs, with offices in Singapore, Hong Kong, China, US, Japan, UK, France, Australia, Malaysia, Thailand, Indonesia, Sri Lanka, Turkey, India, Cambodia and Dubai. Currently, we have more than 3,500 staff in Asia and Europe with total shareholders' fund in excess of US$1 billion.
In Hong Kong, our group of companies include Phillip Securities (HK) Ltd, Phillip Commodities (HK) Ltd, Phillip Capital Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance (HK) Ltd, Phillip Institute of Finance Learning Co Ltd and CyberQuote (HK) Ltd.
We offer a full range of financial services which include asset management, bond and securities broking, futures & options, foreign exchange, unit trusts, insurance, investor education and investment research. With a strong financial position and together with a 600+ dynamic sales force to provide high standard professional services to our clients, we are now one of the most fully fledged financial services firms in Hong Kong.
At Phillip, we provide you the necessary platform to scale to greater heights. If you have the drive and aggressiveness to go the extra mile, the opportunity awaits you. Don't miss the chance to advance your career with us
For more information, please visit our website
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