About the Role:
The Home Finance Advisor is responsible for achieving monthly acquisition targets within the company's approved guidelines. This role is focused on sourcing home finance applications and ensuring compliance with all necessary procedures and regulations.
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Key Accountabilities of the Role:
- Source home finance applications from the eligible target segment of the company.
- Ensure that individual targets are consistently met on a monthly basis.
- Identify business development opportunities to increase sales.
- Ensure that daily submissions are complete regarding documentation and credit requirements.
- Adhere to all the company's prescribed processes, standard operating procedures, and local Central Bank requirements.
- Complete appropriate KYC and ID&V for customers in accordance with stipulated guidelines.
- Communicate all correct and accurate information to customers, avoiding instances of mis-selling or misinformation.
Results Required:
- Meet monthly disbursement targets.
- Ensure complete and accurate applicant submissions for a smooth and successful processing.
- Open new avenues for sourcing business to consistently meet monthly targets.
Specialist Skills / Technical Knowledge Required:
- Sales experience, with knowledge of the real estate market.
- Banking experience is preferred but not mandatory.
Previous Experience Required:
- A minimum of 2 years of sales experience.
