Home Loan Pre-Qualification Consultant

SUMMARY:
Home Loan Pre-Qualification Consultant
Our client, a leading financial services provider, is currently recruiting for a Home Loan Pre-Qualification Consultant. The Home Loan Pre-Qualification Consultant is responsible for screening and pre-qualifying potential buyers in the housing market, ensuring they meet financial and eligibility requirements before being handed over to sales representatives. This role plays a vital part in streamlining the sales process by verifying client information, issuing certificates, and providing detailed reports to management.

POSITION INFO:
Minimum Requirements:

• Essential: Matric (Grade 12).
• Beneficial: A tertiary qualification in finance, real estate, or a related field.
• Previous experience in real estate, financial services, or mortgage pre-qualification is preferred.
• Knowledge of credit assessment processes and buyer financing options is beneficial.
• Strong communication and customer service skills.
• Knowledge of real estate, mortgage financing, or property sales is advantageous.
• Ability to assess financial documents and determine creditworthiness.
• High attention to detail and organizational skills.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Ability to multitask and work in a fast-paced environment.

• Answer and handle incoming telephone inquiries related to home loan pre-qualification.
• Assess and qualify potential buyers based on set financial and creditworthiness criteria.
• Issue pre-qualification certificates to eligible buyers.
• Liaise with and hand over qualified buyers to the relevant sales representatives.
• Conduct follow-ups with clients to gather additional information or address concerns.
• Compile and submit weekly reports on pre-qualified buyers and conversion rates.
• Maintain and provide accurate statistics on buyer trends and qualification metrics.
• Ensure compliance with company policies and relevant regulations regarding buyer assessments.
• Provide excellent customer service and support to potential buyers.