Investment Facilitator

ooba Home Loans

Investment Facilitator assisting buyers in closing deposit deals in the real estate sector. Collaborating with estate agents and clients to facilitate investment and compliance with legal processes.

Posted 5/8/2026full-timeCape Town • 🇿🇦 South AfricaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Receive a lead from and Estate agent and make initial contact with the buyer
Effectively communicate the Buyers Trust value proposition to all parties in the transaction
Close the deal and hand the client over to the Deal facilitator complete the deposit
Ensure that deposit is received and reconciles with sales agreement
Liaise with homebuyer, real estate agent, bank and attorney throughout the process
Receive and capture deposit instruction
Ensure all relevant documentation is received and in order
FICA homebuyer
Open homebuyer deposit account
Ensure that deposit is received and reconciles with sales agreement
Obtain and verify attorney trust account information
Instruct the issuing of deposit guarantee
Ensure that homebuyer receives monthly account statements
Instruct disbursement of deposit to attorneys on registration
Liaise with homebuyer, real estate agent, bank and attorney throughout the process
Collate and distribute activity reports
Ensure homebuyer’s interest is paid over
Handle ad hoc queries

Requirements

What you’ll need

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

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

administrative experiencesales experiencetelesales experiencefinancial acumennumeracyproperty buying process knowledgedeposit instruction capturedeposit guarantee issuancedocument reconciliationactivity report collation

Soft Skills

relationship buildingdeal closingcommunication skillslistening skillstime managementclient servicepersuasivenessaccuracyadaptabilityresults orientation

Certifications

MatricFSCA qualification