Bond Aggregators
Finance/Accounting - Finance/Accounting Management South Africa FULL TIME Job Summary To qualify for this position, you need: * Minimum of 2 years current proven experience as a Bond Originator or in property finance.as a Bond Originator / Mortgage Advisor / Home Loan Consultant / Property Loan Specialist * A current book of clients with a track record of monthly grant figures averaging R2 million or more. * Ability to provide evidence of approved grants and consistent performance. * Exceptional sales and relationship-building skills. * Knowledge of home loan products, the real estate market, and banking processes. * Self-motivated, results-driven, and eager to grow your portfolio and income. * Great communication skills * Excellent telephone etiquette * Able to work in a team * Be able to work under pressure in a fast-paced environment * Great time-management skills * Well presented as you will deal with clients * Experience with DealMaker system Duties and responsibilities include, but not limited to: * Consult with Investors daily whether one-on-one or telephonically, for the purpose of obtaining financial information to do affordability assessment or to process bond applications. * Thoroughly complete application forms, capture and submit applications to specified financial institutions through DealMaker system * Daily follow up with banks on all submitted applications. * Provide regular feedback to clients. * Motivate decline applications, do rate appeals with banks to ensure that best possible outcome is received. High conversion ratio will be expected. * Ensure that sale agreements are signed correctly within the specified time * Ensure that applications granted are taken to “done deals” (balance purchase price paid if needed) within the specified time. * Assist with the updating of spreadsheets * Assist clients in navigating the home loan process, from application to approval. * Build and maintain strong relationships with banks, financial institutions, and real estate professionals. * Leverage your existing client book to secure new opportunities and grow your bond origination portfolio. * Provide expert advice on property finance solutions tailored to individual client needs. * Negotiate favourable terms and ensure seamless loan approvals for clients. * Stay up-to-date with property finance trends and lending regulations. * Ad-hoc bonds and administration duties as requested from time to time. I Grow Wealth Investments Recruiter
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