Company Description Urban Money is India’s first unbiased loan advisory services firm, offering clients a broad range of loans and mortgage solutions. The organization brings together experienced professionals from leading banking and financial institutions such as HSBC, Citibank, Standard Chartered Bank, and ICICI to deliver comprehensive borrowing support. As a distributor for multiple reputed lenders, Urban Money provides access to diverse home loan products and competitive financing options. Its private banking-style model assigns dedicated loan portfolio counselors to manage the end-to-end borrowing process, from product selection and documentation to taxation and insurance guidance. With a presence in 100+ locations across India, Urban Money supports a wide customer base seeking streamlined and hassle-free home loan services. Role Description This is a full-time, on-site Mortgage Specialist role based in Rajendra Place. The Mortgage Specialist will guide clients through the complete home loan and mortgage process, including understanding their financial needs, recommending suitable mortgage products, and explaining terms and conditions in explicit language. Day-to-day responsibilities include evaluating client eligibility, coordinating with multiple lenders, preparing and reviewing documentation, and tracking applications from initiation to disbursal.



The role involves maintaining strong relationships with customers, providing regular updates, resolving queries, and ensuring a smooth, transparent borrowing experience. The Mortgage Specialist will also collaborate with internal teams and external partners to support mortgage marketing initiatives and help grow the loan portfolio. Qualifications
• Candidates should possess strong knowledge of Mortgages and Mortgage Lending, including eligibility criteria, documentation, and regulatory guidelines.
• Candidates should possess skills in Mortgage Marketing and Finance to effectively position loan products and advise clients on suitable financial solutions.
• Candidates should possess excellent Customer Service skills, with the ability to communicate clearly, manage expectations, and build long-term client relationships.
• Relevant experience in mortgage advisory, retail lending, or banking is highly beneficial.
• Strong analytical, numerical, and problem-solving abilities, with attention to detail in documentation and compliance.
• Proficiency in basic office software and loan management tools, and the ability to work in a fast-paced, target-driven environment.
• Undergraduate degree in Finance, Business, Economics, or a related field is preferred; equivalent practical experience may also be considered.

📌 Mortgage Specialist (Delhi)
🏢 Urban Money
📍 Delhi