ooba Home Loans

Account Executive

• Achieve monthly, quarterly and annual targets by driving lead growth in existing agency partner channels and sourcing new agency partnerships to build and maintain a lead provider base.
• Represent ooba homeloans at regional customer conferences, regional meetings and industry networking events.
• Be visible and active in the market place, involved in the local community activities and represent the ooba Homeloans brand effectively
• Deliver product and service presentations across all potential avenues with the aim to grow their lead base.
• Attend agency meetings to inform and upskill agents on new products and other value adding services as well as carry out agent appreciation events.
• Drive new product sales initiatives as and when those are launched by the ooba group.

Sales Consultant – Home Loans

Financial Planning and Analysis

• Consistent achievement of reasonable targets, as set by management from time to time
• To complete and submit loan applications and relevant forms accurately and timorously
• Establish, maintain and enhance relationships with the bank Liaison
• Establish, maintain and enhance relationships with the Solar provider
• Establish, maintain and enhance relationship with Key Account Manager
• Promote and maintain the good standing and credibility of the company at all times
• Remain abreast of changes in lending criteria as they change from time to time
• Prepare and submit within stated time periods accurate monthly sales reports in the prescribed format

Financial Specialist – Solar

Billing Specialist

• Manage and update service contracts
• Administer monthly costing reports
• Administer and capture daily receipting
• Preparing multiple debit order batches
• Run the transaction register
• Manage EFT payment receipts
• Calculation and disbursement of 3rd part commission relating to different products
• General admin duties

Billing Administrator, Masterfile, Registration, Sales Audit, Commissions

Insurance

• Contact existing clients to facilitate retention discussions and pass qualified leads to the external partner Capital Legacy
• Drive and maintain daily and monthly retention and lead-generation targets
• Manage client backlogs effectively to ensure timely follow-ups
• Monitor and manage lapse and arrears reports
• Compile and submit frequent and accurate reports
• Communicate effectively with internal teams and external Business partners
• Drive lead flow for new insurance and related product offerings introduced from time to time
• Ensure high standards of customer service and data accuracy in all interactions

Sales Consultant – Home Loans

Financial Specialist – Solar

Billing Administrator, Masterfile, Registration, Sales Audit, Commissions

Insurance Retentions Consultant