SUMMARY:
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POSITION INFO:
Overview
The Property Finance Administrator will play a key role in supporting property finance operations, ensuring smooth processing of applications, accurate documentation, and strong client communication. This role involves working with lenders, brokers, attorneys, and clients to coordinate all administrative aspects of property financing.
Key Responsibilities Loan & Application Administration
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Assist with the preparation, processing, and submission of property finance applications.
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Verify client documents such as ID, income statements, bank statements, and supporting documents.
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Ensure all application forms are completed accurately and meet compliance requirements.
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Capture client information into finance or CRM systems.
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Track application progress and follow up with lenders on approvals, conditions, or outstanding items.
Client Support & Communication
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Communicate with clients regarding required documents, next steps, and application status.
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Provide administrative support to property finance consultants or brokers.
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Maintain professional and timely communication via email, phone, and in-person meetings.
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Assist clients in understanding finance processes, timelines, and expectations.
Liaison with External Stakeholders
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Coordinate with banks, mortgage originators, conveyancers, and estate agents.
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Follow up on bond approvals, grant letters, credit checks, and compliance requirements.
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Support the preparation of submission packs for attorneys and financial institutions.
Documentation & Compliance
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Maintain accurate filing systems for all financial and legal documentation.
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Ensure KYC, FICA, and POPIA compliance.
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Update and maintain property finance spreadsheets, pipelines, and records.
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Prepare daily/weekly reports for management or consultants.
Financial Administration
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Assist with bond registration tracking.
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Capture or reconcile basic financial transactions if required.
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Process commission sheets, invoices, or payout documentation (depending on company structure).
Qualifications & Requirements
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Matric (Grade 12) required.
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Certificate or diploma in Finance, Property, Business Administration, or related field (advantageous).
- 5+ year working experience, minimum requirement.
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Experience in property finance, banking, mortgage origination, or real estate admin (preferred).
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Strong administrative and organisational skills.
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Excellent communication and customer service abilities.
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Computer literacy: MS Office, CRM systems, and finance software.
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Knowledge of property finance processes, bond applications, and conveyancing (advantageous).
Key Competencies
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Attention to detail and accuracy.
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Ability to work under pressure and meet deadlines.
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Professional and ethical conduct.
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Strong problem-solving and multitasking ability.
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High level of confidentiality and discretion.
