Home Finance Advisor

Job description / Role

Finance, Investment & Asset Management

Role purpose

Responsible to accomplish the acquisition targets month on month within the approved guidelines of the bank.

• To source home finance applications from the eligible target segment of the bank
• To ensure that individual targets are met month on month
• To identify business development opportunities to increase sales
• To ensure the daily submissions are complete in both documentation and credit requirements
• Ensure adherence of all bank's prescribed processes, standard operating procedures and central bank local requirements
• To ensure appropriate KYC and ID&V has been completed for the customers in line with stipulated guidelines
• To ensure all correct and accurate information has been communicated to the customers. There should not be any instances of mis-sell or incorrect information given to clients

• To ensure monthly disbursement targets are met
• To ensure complete and correct applicants are submitted for a smooth and successful process
• To ensure new avenues are opened such as to source new business and meet monthly targets

Specialist skills / technical knowledge required for this role

Sales experience, real estate market knowledge and working experience. Banking experience preferred but not mandatory.

Previous experience required

Sales experience of 2 years or more.

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