Mortgage Sales Professional

7 days ago


Randburg, Gauteng, South Africa Rmv Solution Full time
Key Responsibilities
  • Lead Generation & Business Development
  1. Leverage an existing book of business from the mortgage lending or insurance industry to generate leads.
  2. Expand and maintain strong relationships with estate agents, bond originators, financial advisors, and other referral partners.
  3. Implement effective direct marketing campaigns, including social media, corporate presentations, community networking, and in-person client engagement.
Client Needs Assessment
  1. Conduct detailed needs analysis using open-ended questioning techniques to understand clients' financial goals.
  2. Assess clients' financial health, affordability, and credit standing to determine eligibility.
  3. Identify and provide solutions to clients facing financial challenges.
  4. Maintain comprehensive records of leads, follow-ups, and client interactions.
  5. Utilize in-depth home loan and mortgage product knowledge to present tailored solutions.
  6. Guide clients through the application process, ensuring a smooth and transparent experience.
  7. Clearly explain credit criteria, application requirements, and necessary supporting documents.
  8. Clearly communicate all terms and conditions of the final offer.
  9. Reinforce the benefits of the home finance package and address any last-minute objections.
Customer Relationship Management
  1. Maintain ongoing contact with clients throughout the application process.
  2. Provide proactive communication and clear explanations to address client inquiries.
  3. Establish long-term relationships and request referrals from satisfied clients.
Application Processing & Documentation
  1. Accurately capture and process home loan applications, ensuring all required documents are submitted.
  2. Maintain well-organized client files to facilitate a smooth approval process.


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