Property Finance Representative

SUMMARY:

Our client, a leader in the Finance industry, is seeking a Property Finance Representative in the Western Cape area!

POSITION INFO:

Source potential clients

• Using proactive prospecting methods: Create a strong network of potential clients

through ongoing partnering and relationship building;

• Using proven and measurable reactive methods:

(1)Referral campaigns, (2) Personal marketing opportunities i.e. Shows, Expos, Mall

campaigns etc. (3) Email campaigns, (4) Corporate presentations (5) Networking (6) Call

duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open House Days

Identify needs

• Identify the primary financial and emotional needs of the potential client by asking open

ended questions and then actively listening to their responses

• Pre-qualify the potential client through understanding their background situation and

linking it to the credit matrix

• Identify the financial problems / challenges faced by the potential client and the impact

it is having on them

• Should potential client not qualify, keep their details for possible future follow-up

Match relevant product package to relevant need

• Using outstanding product knowledge, present the features and benefits of a product

package to the potential client in such a way that it meets their need and solves their

problems

• Explain to the potential client the procedure taken to process their application

• Apply the correct credit criteria when assessing the file

• Drafting motivations and explanations of any abnormalities for better understanding

Maintain customer contact and Follow-up

• Update the client on every step of the process after the deal is concluded

• Explain answers to questions from clients accurately and clearly

• Keep in contact with the client even after LOA has been signed

• On signing LOA, get referrals from client

Applications capture and file construction

• Application completed and captured

• Supporting documents acquired. File packaged for Branch Admin

NB! This job is now closed. You can apply for other jobs by uploading your CV.