Home Loan Pre-Qualification Consultant

Recruiter:

Marvel Placement Consultants

Job Ref:

PTA001538/BVJ

Date posted:

Monday, March 17, 2025

Location:

Pretoria, South Africa

SUMMARY:
Home Loan Pre-Qualification Consultant
Our client, a leading financial services provider, is currently recruiting for a Home Loan Pre-Qualification Consultant. The Home Loan Pre-Qualification Consultant is responsible for screening and pre-qualifying potential buyers in the housing market, ensuring they meet financial and eligibility requirements before being handed over to sales representatives. This role plays a vital part in streamlining the sales process by verifying client information, issuing certificates, and providing detailed reports to management.

POSITION INFO:
Minimum Requirements:

Essential: Matric (Grade 12).
Beneficial: A tertiary qualification in finance, real estate, or a related field.
Previous experience in real estate, financial services, or mortgage pre-qualification is preferred.
Knowledge of credit assessment processes and buyer financing options is beneficial.
Strong communication and customer service skills.
Knowledge of real estate, mortgage financing, or property sales is advantageous.
Ability to assess financial documents and determine creditworthiness.
High attention to detail and organizational skills.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
Ability to multitask and work in a fast-paced environment.

Duties and Responsibilities:

Answer and handle incoming telephone inquiries related to home loan pre-qualification.
Assess and qualify potential buyers based on set financial and creditworthiness criteria.
Issue pre-qualification certificates to eligible buyers.
Liaise with and hand over qualified buyers to the relevant sales representatives.
Conduct follow-ups with clients to gather additional information or address concerns.
Compile and submit weekly reports on pre-qualified buyers and conversion rates.
Maintain and provide accurate statistics on buyer trends and qualification metrics.
Ensure compliance with company policies and relevant regulations regarding buyer assessments.
Provide excellent customer service and support to potential buyers.

Closing Date:
Submissions for this vacancy will close on 17 March 2025; however, you will still have the opportunity to submit your CV for this position until 10 April 2025.

Please Note:
Thank you for submitting your CV to Marvel Placement Consultants. We value your submission and try our utmost best to get back to each applicant. However, should your application be successful, we will be in contact with you. Should you not hear from us within two weeks of application, please consider your application unsuccessful. We are, however, recruitment specialists and will keep your details on our database for possible future opportunities.

PoPI Act:
Please note that Marvel Placement Consultants adhere to the PoPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that “Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant, and not excessive.”

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Property Finance Executive
Location: Johannesburg
Salary:
11 days ago

Conveyancing Paralegal
Location: Sandton
Salary:
Our client is a leading South African law firm with a reputation for integrity and excellence. They have an urgent need for a competent Conveyancing Paralegal who is presentable, able to work consistently under pressure and is a good communicator.
17 days ago

Head of Collections â Home Loans / Strategy
Location: Johannesburg
Salary:
Are you ready to lead the strategy and transformation of home loan collections at a high-impact level? This is an exciting opportunity for a seasoned collections and credit risk leader to drive recovery strategy, optimise secured asset rehabilitation, and shape the future of distressed debt management in a dynamic banking environment.
17 days ago

Property Finance Consultant
Location: Midrand
Salary:
We are looking for a Property Finance consultant to actively engage in prospecting potential home loan clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing, utilizing needs analysis-based selling techniques. We have this role in various locations.
53 days ago

Tax/Accounting Manager – Pretoria
Location: Pretoria
Salary:
67 days ago

Home Loan Pre-Qualification Consultant

Similar jobs you might be interested in:

Jobseekers

Recruiter

General