Finance Specialist
1 month ago
We are seeking a highly skilled Finance Specialist to join our team at IGrow Wealth Investments in Cape Town.
Estimated Salary: R 250,000 - R 350,000 per annum.
About the RoleThis is a key position that requires excellent communication and organizational skills. The successful candidate will be responsible for consulting with investors daily to obtain financial information for affordability assessments or bond applications.
Responsibilities:
- Consult with investors to obtain financial information
- Thoroughly complete application forms and submit them through DealMaker system
- Follow up with banks on submitted applications
- Provide regular feedback to clients
- Motivate decline applications and conduct rate appeals with banks
- Ensure sale agreements are signed correctly within specified timeframes
- Process applications granted and take them to 'done deals' within specified timeframes
- Assist with updating spreadsheets and perform ad-hoc bonds and administration duties as requested
To be considered for this role, you will need:
- Minimum 2 years of experience as a Finance Specialist
- Currently hold a similar role with active working knowledge
- Excellent communication and telephone etiquette skills
- Able to work under pressure in a fast-paced environment
- Great time-management skills and ability to work effectively in a team
- Well-presented and able to deal with clients
- Experience with DealMaker system
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