Bond Consultant (Cape Town)

 

Recruiter:

iGrow Wealth Investments

Job Ref:

2634246086

Date posted:

Wednesday, October 12, 2022

Location:

Cape Town, South Africa


SUMMARY:
-

JOB DESCRIPTION:

IGrow Wealth Investments, South Africa’s #1 Property Investment Company, is looking for a Bond Consultant to join their team in Cape Town.

 

TO QUALIFY FOR THIS POSITION, YOU NEED:

  • Minimum 2 years of experience as a Bond Administrator or Bond Consultant
  • Currently be in the same or similar role with active working knowledge
  • Great communication skills
  • Excellent telephone etiquette
  • Able to work in a team
  • Be able to work under pressure in a fast paced environment
  • Great time-management skills
  • Well presented as you will deal with clients
  • Experience with DealMaker system

DUTIES AND RESPONSIBILITIES:

  • Consult with Investors daily whether one-on-one or telephonically, for the purpose of obtaining financial information to do affordability assessment or to process bond applications.
  • Thoroughly complete application forms, capture and submit applications to specified financial institutions through DealMaker system
  • Daily follow up with banks on all submitted applications. 
  • Provide regular feedback to clients. 
  • Motivate decline applications, do rate appeals with banks to ensure that best possible outcome is received. High conversion ratio will be expected.
  • Ensure that sale agreements are signed correctly within the specified time
  • Ensure that applications granted are taken to “done deals” (balance purchase price paid if needed) within the specified time
  • Assist with the updating of spreadsheets
  • Ad-hoc bonds and administration duties as requested from time to time.  

 


 

 

 

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