Pooi Yee Chan
Pooi Yee Chan

Senior Executive Mortgage Specialist

Actively looking · Member since 8 Oct 2026
Location
Ipoh, Malaysia
Desired salary
Unspecified
Work preference
Remote Only
Experience level
Senior

About

Professional summary

I am a banking and financial services professional with extensive experience in mortgage financing, credit analysis, underwriting, retail banking sales, and client relationship management. I currently work as a Senior Executive Mortgage Specialist, supporting clients throughout the mortgage application and financing process.

I evaluate applicants’ financial standing, credit profiles, and collateral properties to assess loan eligibility and manage lending risk. I also provide end-to-end guidance on mortgage documentation, payment accounts, transaction methods, and mortgage insurance.

I have experience building referral networks and collaborating with developers, property agents, lawyers, valuers, and other banking partners. My work includes coordinating briefings, representing financial institutions at housing launches, and facilitating smooth loan processing for property buyers.

In addition to mortgage financing, I have worked in priority banking and wealth management, where I managed client portfolios, acquired new priority banking customers, and promoted solutions such as unit trusts, bancassurance, credit cards, and CASA products.

My background also includes property sales consultancy and medical product sales. I am skilled in consultative selling, stakeholder engagement, business development, event coordination, after-sales support, market research, and maintaining long-term customer relationships.

I hold a Bachelor's Degree in Mass Communications with a major in Public Relations from Universiti Tunku Abdul Rahman. I bring strong communication, relationship-building, sales, and financial advisory capabilities to client-facing roles.

Skills

15 capabilities

Experience

Career history

Senior Executive Mortgage Specialist Hong Leong Bank (M) Berhad

I conduct comprehensive credit analysis and underwriting assessments by reviewing applicants' financial status, credit standing, and collateral properties to determine mortgage eligibility and mitigate lending risk.

I cross-sell retail banking products including credit cards, CASA products, and MRTT/MRTA. I collaborate with developers, housing agents, lawyers, and valuers to support end-to-end mortgage processing, coordinate partner briefings and housing launch events, and resolve client after-sales inquiries.

Associate Relationship Manager, Priority Banking Standard Chartered Bank (M) Berhad

I managed relationships with existing and prospective priority banking clients, providing financial advisory services to support wealth management and portfolio growth.

I acquired and developed New-to-Bank priority client relationships, identified business opportunities, and coordinated referrals to specialist support channels. I also promoted wealth and retail banking solutions, including unit trusts and bancassurance, to affluent prospects with AUM of RM250,000 and above.

Property Sales Consultant Renzo Realty Sdn Bhd

I consult prospective buyers, sellers, landlords, and tenants to understand their real estate requirements, financial capabilities, and long-term objectives. I recommend suitable residential, commercial, and industrial property options.

I secure and market property listings, represent developers for new projects, organize physical and virtual viewings, and mediate negotiations. I also work with banking partners, mortgage specialists, valuers, and legal professionals to support credit checks, loan documentation, and Sale and Purchase Agreement execution.

Product Specialist Primamedik Sdn Bhd

I promoted and sold medical and surgical products for orthopedic, craniomaxillofacial, rehabilitation, and physiotherapy applications to public and private healthcare facilities. I organized CME workshops, product presentations, and exhibition demonstrations for healthcare professionals.

I managed product delivery, installation, customized fitting, and on-site technical support in line with clinical specifications. I also handled after-sales queries, collected clinician feedback, conducted market research, and strengthened relationships to support product improvement and sales growth.

Executive Mortgage Specialist Hong Leong Bank (M) Berhad

I evaluated borrowers' financial status, credit standing, and collateral properties to determine loan eligibility and manage mortgage lending risks. I supported mortgage applications through underwriting and financing assessment activities.

I cross-sold credit cards, CASA products, and MRTT while collaborating with developers, housing agents, lawyers, and valuers to facilitate mortgage processing. I also coordinated business briefings and housing events and provided after-sales assistance for payment, transaction, and mortgage insurance inquiries.

Education

Learning history

Universiti Tunku Abdul Rahman (UTAR)

Bachelor's Degree, Mass Communications, Public Relations

Bachelor's Degree in Mass Communications with a major in Public Relations. CGPA: 2.84.

SMK Anglo Chinese School, Ipoh Perak

Higher Secondary/STPM, Science Stream

Higher Secondary/STPM qualification in the Science Stream. CGPA: 2.00.

SMK Methodist Girls, Ipoh Perak

Secondary/SPM, Science Stream

Secondary/SPM qualification in the Science Stream. Grades: 4A's and 6B's.

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