Bond Consultant

SUMMARY:
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POSITION INFO:

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.