Sales Support Administrator-SA Home Loans
Job Status: Active ✓
|Job Type||Full Time|
Ensure full support is given to the Sales Consultants with regard to home loan applications and client service.
Ensure all client and consultant needs are met.
Alignment to business driver/strategy
Ensure all client home loan applications are dealt with efficiently and turnaround times are met.
Ensuring Amazing Service at all times.
Effective Sales Support to Sales Consultants
Print Broker commission reports.
Update all emails and distribute to consultants.
Conduct ITC checks.
Check client applications and forward to New Business.
Record client applications on the tracking sheet.
Keep copies of applications and documentation for back up.
Follow up on Valuations.
Return incomplete applications to consultants for follow up.
Follow up on consultant and New Business queries.
Print Letter of Acceptance and advise consultant.
In consultant's absence, contact client.
Assist consultant with queries.
Compile spreadsheeds and perform calculations from banking account statements and income calculators.
Compile affordability calculations.
Provide consultants with motivation document templates and spreadsheets. Perform deeds searches, contribute to positive branch morale, consolidate bank statements where required, 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.
Update business analysis spreadsheet daily.
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 preparation of month end figures and spreadsheets when necessary. Update consultant details.
Assist with existing client matters where these cannot be referred to Administrator.
Feedback to existing clients where applicable.
Relieve the Receptionist 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
Certificate in Business Administration
2 to 3 years Admin/Sales Support experience in Finance/Banking Industry
3 years plus experience in Sales Support in the Finance/Banking Industry
Strong Admin skills
Meticulous and organised
Strong client service focus and good telephone etiquette
Microsoft suite (Intermediate)
Data Capturing essential
Job Type: Permanent
* 2 to 3 years Admin/Sales Support experience in Finance/Ban: 3 years (Preferred)
* 3 years plus experience in Sales Support in the Finance/Ba: 3 years (Preferred)
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