Lam Sook Wan (Sabrina)
Mortgage
Cheras, Selangor
Summary
With over 10 years of experience in Mortgages Sales including 6 years experience as a People Manager, I bring strong leadership skills, a commitment to fostering open communications within the team and proactive approach to professional growth and dedicated to handle various task with skills. I am dedicated to meeting targets, mentoring team members, and continuously learning to stay current in the field.
Overview
2025
2025
years of professional experience
3
3
years of post-secondary education
4
4
Languages
Work History
Assistant Sales Manager/ Mortgage Team Manager
HSBC Bank Malaysia Berhad
1 2023 - Current
- Leading and managing a team of mortgage sales executive to ensure the efficient and effective processing of mortgage applications
- Supervise, mentor, and motivate a team of 10 staffs and overseeing 8 branches in KV
- Drive the whole team performance, improve operational processes, and maintain compliance with regulatory requirements
- Set performance expectations, provide feedback, and conduct regular performance evaluations
- Foster a positive team culture that encourages collaboration and high-quality work
- Oversee the whole team end-to-end mortgage application process, from initial submission to closing. Ensure timely and accurate processing of mortgage applications while meeting service level agreements of each staffs
- Stay updated on mortgage lending policies and ensure the team's adherence to all legal and company policies
- Conduct quality control checks to minimize errors and mitigate risk
- Collaborate with stakeholders to enhance the overall customer experience
- Set and monitor key performance indicators (KPIs) for the team. Regularly analyze team performance data and take action to meet or exceed established targets
- Identify training needs and provide training and development opportunities for team members
Mortgage Team Manager
OCBC Bank Malaysia Berhad
10.2018 - 12.2022
- In charge of strategic acquisition of new customers for Mortgage/ housing loan products through the available marketing channels
- Responsible for the day to day activities and guidance for the team members and report directly to the Sales Manager
- Ensure all members understand the team objectives and target assigned
- Responsible for analyzing financial and supporting documents on incoming applications
- Participate, plan and support sales activities in respective branches
- Coordinating with the teams and coaching staffs
- Work closely with line manager, Branch Leaders, Relationship Manager & respective branch colleagues to develop effective mortgage sales from Branch
- Provide support and share mortgage knowledge to branch colleagues, real estate agents
Mortgage Mobile Banker
HSBC Bank Malaysia Berhad
08.2012 - 10.2018
- Gaining a clear understanding of the customer's business and requirements, and presenting appropriate products to make sales
- Maintain a good relationship and close contacts with business partners for referrals
- Build and maintain a solid network to support own sales activity
- Solicit leads via referral and cold calls for sales via marketing visit, developer launching and any other activities to achieve sales targets
- Ensure the accuracy of data collection and maintain high quality customer information, thus increasing the ability to service a customer
- Responsible for achieving sales targets, driving productivity assigned by HSBC RBWM
- Always be aware and identify the warning signs of possible financial crime
Senior Sales Executive
J & J Chesters Malaysia Sdn Bhd
03.2010 - 05.2012
- Dealing with all high - end customer
- Listening to customer requirements and presenting appropriately to make a sale
- Maintain relationships with existing customers via telephone calls and emails
- Arranging meetings with potential customers
- Negotiating the terms and closing sales
- Challenging any objections with a view to get customers to close sales
- Source for new prospects and follow up with existing prospects to ensure monthly sales target is achieved
- Recording sales and order information to the Accounts and Purchasing Department
- Monitoring of customer satisfaction to ensure quality services fulfillment
- Reviewing own sales performance
- To prepare reports such as monthly sales report, activities report, work progress report and relevant report that required by management
Mortgage Advisor
CIMB Bank Berhad
11.2008 - 01.2010
- Interview customers to determine their financial situation, needs and objectives
- Recommend appropriate loan programs for customers
- Provide accurate loan information to customers
- Educated customers about terms and conditions of loans
- To collect all necessary credit reports and financial information for the loan applications
- Develops relationships between real estate agent, solicitor, developer and other business referral sources to improve mortgage business
- Maintain regular communication with customers for new business opportunities
Salon Support Executive
Clara International Beauty Group
01.2008 - 08.2008
- Provide accurate information to the new batches of students
- To support the academy department to get more students
- Educate students with rules and regulations
- In charge of the stock checking control and petty cash of the branch. Recording daily sales, and prepare sales report
- To support the salon staff and give advice or motivation
- Reviewing branch sales performance and report directly to branch manager
Education
STPM -
Saint Michael Institution
Ipoh, Perak 01.2004 - 01.2005
Diploma -
Clara International Beauty College
Ipoh, Perak 01.2006 - 01.2008
Skills
- Proven Initiative and ability to work with minimal supervision
- Good interpersonal and communication skills
- Team building and development
- Responsible and independent
- Good management skills
- Sales team supervision & Leadership
Certificates
- CUTE
- PCEIA
- CEILLI
- TBE
References
- Eric Huang, 012-980 0682 (OCBC Sales Manager)
- Seow Chong Zen, 012-567 5050 (Alliance Sales Manager)
Timeline
Mortgage Team Manager
OCBC Bank Malaysia Berhad
10.2018 - 12.2022
Mortgage Mobile Banker
HSBC Bank Malaysia Berhad
08.2012 - 10.2018
Senior Sales Executive
J & J Chesters Malaysia Sdn Bhd
03.2010 - 05.2012
Mortgage Advisor
CIMB Bank Berhad
11.2008 - 01.2010
Salon Support Executive
Clara International Beauty Group
01.2008 - 08.2008
Diploma -
Clara International Beauty College
01.2006 - 01.2008
STPM -
Saint Michael Institution
01.2004 - 01.2005
Assistant Sales Manager/ Mortgage Team Manager
HSBC Bank Malaysia Berhad
1 2023 - Current
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