Sales Support Administrator
4 weeks ago
Description
Duties (will include but not limited to):
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 clients
Assist consultant with queries
Compile spreadsheets 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 and 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
Adhoc duties
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 organization
Supports and encourages the amazing service culture
Education
Minimum Requirements:
Matric
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
Competencies:
Generic Competencies
Strong admin skills
Meticulous and organized
Strong client service focus and good telephone etiquette
Technical Competencies
Microsoft suite (Intermediate)
Data capturing essential
Preferably bilingual
How to Apply
Please forward your CV to Should you not be contacted within two weeks, kindly consider your application unsuccessful.
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