Bond Consultant - Cape Town

apartmentiGrow Wealth Investments placeCape Town calendar_month 

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

Requirements:

  • 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 include, but not limited to:

  • 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.
apartmentRory Mackie & AssociatesplaceCape Town
Overview: Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration...
electric_boltImmediate start

Junior Investment Consultant

apartmentBright City TalentplaceCape Town
One of our top clients who have a reputation for being the best in it's industry is looking to appoint a JUNIOR INVESTMENT CONSULTANT for their Retail Client Service department, based in Cape Town. The Client Service Centre is integral...
thumb_up_altRecommended

Business Develpment Consultant

apartmentHR GenieplaceCentury City, 9 km from Cape Town
BUSINESS DEVELOPMENT CONSULTANT Century City, Cape Town R180K Basic Per Annum plus Benefits plus Monthly Commission Our Client, a Global Financial Services concern is seeking a dynamic Business Development Consultant to join their dynamic team...