Job Spec

Property Finance Specialist (Bonds Sales)

The role and competencies of a Property Finance Specialist at ooba include:

Purpose Of The Role:

  • To convert bond leads into bond sales, then into granted bonds and to improve cross sell of ooba’s internal product range.
  • Manage an existing portfolio of self-employed and high networth clients, while also acquiring new business.

Competencies:

  • Manage a portfolio of lead providers.
  • Acquire new lead providers.
  • Meet for regular meetings with lead providers.
  • Perform presentations to clients and lead providers.
  • Achieve sales targets.
  • To complete bond applications and collate relevant documentation.
  • Establish, maintain / enhance relationships with Bank Liasions.
  • Promote and maintain the good standing and credibility of the company at all times.
  • Prepare and submit monthly sales reports.

Required Competencies, Qualifications & Skills:

  • Grade-12 (Matric).
  • Computer literate.
  • Own transport (& Driver’s License).
  • Experience within target-driven sales environment.
  • Sales experience, preferably in a current home loan sales role.
  • Home loan / bond origination / banking experience, preferred.
  • At least x2 business / previous employment references.

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