ooba Home Loans

Backend Engineer

• Achieve monthly, quarterly and annual targets by driving lead growth in existing agency partner channels, and sourcing new agency partners channels to build your customer base
• Represent ooba at regional customer conferences, regional meetings and industry events
• Be visible and active in the market place
• Deliver product and service presentations across all potential avenues to grow lead base
• Attend agency meetings to inform and upskill agents on new products and other value adding services
• Drive new product sales initiatives

Home Loan Sales Consultant

Sales Operations Manager

• Build and maintain recurring sales performance reports and dashboards.
• Analyze trends in sales data to identify insights and opportunities for improvement.
• Present findings and recommendations to leadership.
• Develop PowerPoint presentations and partner materials for real estate networks and bank roadshows.
• Support the preparation of sales toolkits and product update communications.
• Coordinate feedback loops between field sales and head office.
• Support the management of the sales incentive process, including eligibility and payout tracking.
• Assist with CRM enhancements, automation initiatives, and system configuration requests.
• Maintain standard operating procedures and ensure compliance with policies.
• Participate in national sales projects and new product rollouts.
• Collaborate with Product and Marketing on initiatives that support field sales growth.

Sales Operations Analyst

Account Executive

• Achieve monthly, quarterly and annual targets by driving lead growth in existing agency partner channels
• Source new agency partners channels to build your customer base
• Represent ooba at regional customer conferences, regional meetings and industry events
• Be visible and active in the market place
• Deliver product and service presentations across all potential avenues to grow lead base
• Attend agency meetings to inform and upskill agents on new products and other value adding services
• Drive new product sales initiatives

Financial Planning and Analysis

• Receive leads from estate agents and make initial contact with buyers
• Communicate the Buyers Trust value proposition to all parties in the transaction
• Close deals and hand clients to Deal Facilitator to complete deposits
• Ensure deposits are received and reconcile with sales agreements
• Liaise with homebuyers, real estate agents, banks and attorneys throughout the process
• Receive and capture deposit instructions and ensure all relevant documentation is received and in order
• FICA homebuyer and open homebuyer deposit accounts
• Obtain and verify attorney trust account information
• Instruct issuing of deposit guarantees and disbursement of deposits to attorneys on registration
• Ensure homebuyers receive monthly account statements and that interest is paid over
• Collate and distribute activity reports and handle ad hoc queries

Investment Facilitator, Admin

Sales

• Assess incoming leads from various channels.
• Contact prospective customers to offer ooba's product and assistance.
• Match ooba's products to customer's unique needs.
• Building strong ooba customer relations.
• Convert leads to opportunity.
• Convert opportunity to order.
• Customer retention.

Customer Sales Centre Consultant

Insurance

• Contact clients on a daily basis to promote Capital Legacy product.
• Ensure daily targets are reached.
• Proactively work on unpaid policies to retain clients.
• Handle ad hoc requests.

Home Loan Sales Consultant

Sales Operations Analyst

Home Loan Sales Consultant

Investment Facilitator, Admin

Customer Sales Centre Consultant

Insurance Retentions Consultant