Job Description

Key Responsibilties

Ensure full support is given to the Sales Consultants with regards to home loan applications and client service.

Ensure all client, consultant and agent relationships are maintained.

Alignment to business driver/strategy

Ensure all client home loan applications are dealt with efficiently and turnaround times are met in line with Amazing Service.

Key Outcomes

Effective Sales Support to Sales Consultants

Print Consultant prospect list daily

Conduct ITC checks.

Check client applications and forward to New Business.

Resolve all new business, valuation and credit queries on applications

Keep copies of applications and documentation for back up.

Return incomplete applications to consultants for follow up.

Print Letter of Acceptance and advise consultant

In consultant's absence, contact client.

Assist consultant with queries.

Support in absence of consultants

Maintain email and telephone etiquette

Motivating applications

Compile spreadsheets and perform calculations from banking account statements and income calculators.

Compile affordability calculations.

Perform Lightstone and Transunion searches

Contribute to positive branch morale

Observe agreed office hours.

Effective Client Liaison

Follow up on registration queries.

Check workflow for person dealing with application and contact.

Liaise with clients, consultants and conveyancers.

Handle Resubmissions queries.

Handle Quick Cash Queries.

Track Letters of Acceptance.

Close deals for consultants who are no longer employed with the company. Assist in defending NTU's and cancellations.

Assist with existing client matters where these cannot be referred to Administrator.

Feedback to existing clients where applicable.

Adhoc duties

Relieve the Switchboard when necessary. Assist with existing client matters where these cannot be referred to Administrator.

Aligned to values and self-development

Align personal values and team values to the company's culture and values.

Take responsibility for your personal development and career pathing.

Subscribe to the company's code of ethics.

Manage your behavior to enhance the reputation and brand of your department and the company at all times

Comply with all legislation governing the organisation Supports and encourages the Amazing service culture Promote unity in the Durban Team

Minimum Requirements

1. Education

Matric

A certificate in Business Administration would be desirable

2. Experience

2 to 3 years Admin/Sales Support experience in Finance/Banking Industry

Competencies

Strong Admin skills

Meticulous and organised

Strong client service focus and good telephone etiquette

Microsoft suite (Intermediate)

Accuracy

Data Capturing Essential

Job Type: Permanent

Education:

High School (matric) (Required)
Experience:

Sales Admin: 2 years (Required)
Work Location: In person