CRM Assistant Manager (Mortgage)
About Our Client
Our client is a leading property investment education platform that empowers individuals to build wealth through strategic real estate financing. They offer a proven system that teaches investors how to acquire properties without using their own money, by leveraging financial institutions effectively. Join a team dedicated to helping people achieve financial freedom through smart property investment strategies.
Responsibilities:
- Oversee day-to-day CRM operations, including customer service, sales support, and administrative tasks.
- Schedule and coordinate meetings to support business operations.
- Prepare and maintain essential documents, records, and reports.
- Analyze and update weekly and monthly sales reports, comparing budgeted vs. actual performance.
- Assist in preparing scheduled reports to ensure smooth operations.
- Ensure accuracy in document verification and information processing.
- Manage and update customer records in the CRM system efficiently.
- Organize and maintain filing systems systematically.
- Support the department with daily assigned tasks and ensure compliance with company policies.
Requirements:
- 1-2 years of experience in loan sales within the banking sector.
- Strong analytical and reporting skills.
- Excellent organizational and communication skills.
- Proficiency in English & Mandarin (written & spoken) is required.
Benefits:
Competitve renumeration and attractive quarterly incentives
Parking benefits
Overtime allowances (if eligible)
Annual bonuses
Job Type: Full-time
Pay: RM4,000.00 - RM6,000.00 per month
Benefits:
- Dental insurance
- Health insurance
- Opportunities for promotion
- Professional development
- Vision insurance
Schedule:
- Fixed shift
- Monday to Friday
Supplemental Pay:
- Overtime pay
- Performance bonus
Ability to commute/relocate:
- Kuala Lumpur: Reliably commute or planning to relocate before starting work (Preferred)
Experience:
- loan sales: 1 year (Preferred)
Language:
- mandarin (Preferred)
Work Location: In person