Bonds in Secunda | Gumtree Classifieds in Secunda

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This role focuses on originating new business, facilitating the transfer of existing home loans from other financial institutions, and delivering tailored home finance solutions supported by exceptional customer service throughout the application and approval processess.Key ResponsibilitiesLead Sourcing & Business DevelopmentProactively source potential home loan clients through both reactive and proactive prospecting methodsBuild and maintain a strong referral network with estate agents, bond originators, corporate partners, and direct clientsExecute referral campaigns and participate in outdoor, mall, and community marketing initiativesSupport brand visibility through social media engagement, corporate presentations, and wellness daysClient Needs Analysis & Pre-QualificationConduct thorough needs analysis using open-ended questioning to understand clients financial and emotional requirementsPre-qualify clients by assessing background information, credit health, and affordabilityIdentify potential financial challenges and propose appropriate solutionsMaintain accurate records of leads, interactions, and follow-upsProduct Matching & AdvisoryApply strong product knowledge to match suitable home finance solutions to client needsClearly explain application procedures and applicable credit criteriaProvide upfront guidance on requirements, documentation, and any potential complexitiesEnsure all supporting documents are accurate and completeApproval & Deal ClosureExplain final approval outcomes, including all terms and conditions, to clientsClearly summarise the benefits, features, and obligations of the approved home loan packageEnsure a smooth and professional closing processClient Relationship ManagementMaintain regular contact with clients throughout the application and approval journeyProvide timely updates and clear responses to client queriesMaintain post-approval contact to ensure ongoing satisfaction and request referralsApplication Capture & File ManagementAccurately complete and capture home loan applications in line with client needs and qualification criteriaCompile, verify, and submit complete application files ready for processingEnsure compliance with internal processes and credit requirements Experience & SkillsMatric qualificationOwn reliable vehicle and a valid drivers licenseClear credit record (no debt review or adverse listings)Minimum of 2 years proven success in sales conversionsExperience in proactive prospe https://www.jobplacements.com/Jobs/P/Property-Finance-Consultant-1249479-Job-Search-1-9-2026-12-44-29-AM.asp?sid=gumtree

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Mbombela / Nelspruit

"bonds" in Secunda

bonds in Secunda (0 results)