May 21, 2024



Job title: Sales Support Administrator – Tyger Valley Cape town
Job level: Clerk
Job type classification:              Permanent
Reporting to: Regional Sales Manager

KEY RESPONSIBILITIES:
Ensure full support is given to the Sales Consultants with regards to home loan applications and client service.
Ensure all client, consultant and agent relationships are maintained.

Alignment to business driver/strategy
Ensure all client home loan applications are dealt with efficiently and turnaround times are met in line with Amazing Service.

Effective Sales Support to Sales Consultants
Furnish a pipeline report daily
Conduct ITC checks.
Check client applications and forward to New Business.
Resolve all new business, valuation, and credit queries on applications
Ensure accurate client filing and data store filing
Return incomplete applications to consultants for follow up/ with a completed checklist
Ensure Letter of acceptance is correctly taken on and allocated
In consultant’s absence, contact client/manage communication
Assist consultant with queries.
Support in absence of consultants
Maintain email and telephone etiquette
Motivating applications
Compile spreadsheets and perform calculations from banking account statements and income calculators.
Compile affordability calculations.
Perform Lightstone and TransUnion searches
Contribute to positive branch morale
Observe agreed office hours.
Effective Client Liaison
Follow up on registration queries.
Check workflow for person dealing with application and contact.
Liaise with clients, consultants, and conveyancers.
Handle Resubmissions queries.
Handle Quick Cash Queries.
Track Letters of Acceptance.
Close deals for consultants who are no longer employed with the company. Assist in defending NTU’s and cancellations.
Assist with existing client matters where these cannot be referred to Administrator.
Feedback to existing clients where applicable.

ADHOC DUTIES
Relieve the Switchboard when necessary. Assist with existing client matters where these cannot be referred to Administrator.
Aligned to values and self-development
Align personal values and team values to the company’s culture and values.
Take responsibility for your personal development and career pathing.
Subscribe to the company’s code of ethics.
Manage your behaviour to enhance the reputation and brand of your department and the company at all times
Comply with all legislation governing the organisation
Supports and encourages the amazing service culture
Promote unity in the Bloem Team

REQUIREMENTS:
Minimum Qualification:
Matric

PREFERRED QUALIFICATION:
Certificate in Business Administration

EXPERIENCE:
Minimum Experience:
2 to 3 years Admin/Sales Support experience in Finance/Banking Industry

PREFERRED EXPERIENCE:
3 years plus experience in Sales Support in the Finance/Banking Industry
Generic Competencies:
Strong Admin skills
Meticulous and organised
Strong client service focus and good telephone etiquette

TECHNICAL COMPETENCIES:
Microsoft suite (Intermediate)
Data Capturing essential
Preferably bilingual

HOW TO APPLY
EMAIL: lisa@prostop.co.za

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