Independent Financial Statement Compiler
Invision HR
Investment Facilitator, Admin
ooba Home Loans
full-time
Posted on:
Origin: • 🇿🇦 South Africa
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
Requirements
- Matric
- A minimum of 3 years’ experience working in an administrative role within the financial services, real estate or conveyancing industry (short-term and long-term deposits or escrow experience highly advantageous)
- Solid sales or telesales experience
- Qualification recognised by the FSCA or working towards one
- Knowledge of property buying process advantageous
- Clear criminal and credit record
- Ability to build relationships
- Ability to close deals and ask for the order
- Highly numerate
- Sound financial acumen – the ability to explain complex financial data in an understandable way
- Intermediate to advanced computer literacy (MS Excel, MS Word, MS PowerPoint and MS Outlook)
- Strong communication skills, both verbal as well as written
- Good listening skills and ability to effectively understand what people are saying
- Effective time management skills
- Expert client service skills
- Persuasiveness
- Accuracy
- Performing under pressure
- Client focus
- Adaptability
- Results-orientated
