Home Loan Specialist

SUMMARY:
We are looking for proactive Home Loan Specialists to drive new business by sourcing and converting leads through multiple channels. You’ll use a needs-based selling approach to understand each client’s financial and personal goals, then match them with suitable home loan solutions.

POSITION INFO:
Generate and Source Leads

• Use both proactive and reactive methods to identify potential clients.
• Build and maintain a strong network through partnerships and ongoing relationship management.
• Run targeted outreach campaigns: referrals, outdoor and community activations, mall kiosks, social media, corporate presentations, and wellness days.

Identify Client Needs

• Use open-ended questioning to uncover financial situations and emotional drivers.
• Pre-qualify clients by reviewing their background, credit health, and affordability.
• Pinpoint financial challenges and propose appropriate solutions.
• Keep accurate records of all leads and follow-up activities.

Match Products to Needs

1. Apply deep product knowledge to present tailored home loan options.
2. Explain application steps and apply relevant credit criteria.
3. Clearly address any potential issues upfront and ensure required documentation is collected.

Guide Clients Through Final Approval & Closing

• Clearly explain all terms and conditions of the final offer.
• Summarize key benefits of the chosen product package and any relevant conditions.

Maintain Ongoing Client Contact & Follow-Up

• Keep clients updated throughout the process.
• Provide clear, straightforward answers to client questions.
• Stay in touch after acceptance to ensure satisfaction and request referrals.

Application & File Management

• Complete applications accurately based on what the client needs and qualifies for.
• Organize supporting documents and ensure each file is complete and ready for processing.

Requirements:

• Matric certificate
• 2–3 years of experience in business development or lead generation
• Sales experience (finance, insurance, etc.)
• Proven ability to generate leads and build referral networks
• Clear credit record

Should you meet the above requirements, please upload your CV to our website [CVS VIA EMAIL WILL NOT BE CONSIDERED]
All suitably qualified candidates are encouraged to apply and will be considered. Our client applies the principles of employment equity as per National legislation and policy guidelines and will consider designated groups in line with these requirements.
Shortlisted candidates will be required to go through background screening and assessments

 

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