Mortgage Specialist Trainee Programme

Make home ownership effortless

Why you will love this

Structured training to position you for success

Customised career progression through sales or management track


Have a degree or diploma with relevant banking sales experience.

Driven and strongly customer-service oriented

Be prepared for flexible work hours that may include working on weekends


As part of our Mortgage team within Consumer Secured Lending, you will play an integral part in profiling customers' needs and assisting them in their home ownership journey through one-stop advisory services. You'll be at the frontline, building long-term relationships with customers acquired through alliance and referral by agents, lawyers and developers.

This programme is designed to equip you with the necessary product knowledge, qualifications and soft skills to excel in the role. You will be mentored by a Senior Mortgage Specialist, and shown be guided through your customer interactions. Be positioned to build a successful career with the option to pursue a Management Route, becoming a Team Manager, or the Sales Route, becoming a Senior Mortgage Specialist working with premier mortgage clients.

Mortgage Specialist | Job Spotlight

Hear from our Mortgage Specialist on the qualities required to succeed in this role.

What you will experience

Through this structured programme, you will undergo the following:


  • Induction and introductory banking modules
  • Training on compliance
  • Quick tests and reviews to assess your knowledge of the Bank, the role, and banking regulations


  • Training on core banking products, loans and channels
  • Aspects of banking service
  • Assessment of your knowledge of product application


  • Mortgage loan and credit policies
  • Analysing clients' needs
  • How to advise clients

By joining the Mortgage Specialist Trainee Programme, you will:

  • Be mentored by a Senior Mortgage Specialist while on the training programme
  • Be widely exposed to and work with a range of OCBC Bank mortgage products
  • Learn to cater to customers with different housing ownership needs
  • Work independently and learn to build a referral base of customers

Who should apply?

  • We seek highly motivated individuals with strong customer-service and relationship-building skills.
  • Other qualities that will put you in strong standing for the programme include:
    • Having a degree or diploma with at least one year of relevant retail banking sales experience
    • Being a results-oriented go-getter who thrives under pressure
    • Being prepared for flexible work hours that may include working on weekends
List of Articles

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Having progressed from Mortgage to Premium Mortgage, Kelly Ng talks about the job, career development and what keeps her motivated.

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Day in the life: Mortgage Specialist

One year into his first role, Top Rookie 2018 Jus Yeo shares his tips on how to reach beyond the stars as a Mortgage Specialist.

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