Bond Consultant (Ref: SFG100220)

at  SFG Engineering Services

Durbanville, Western Cape, South Africa -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate15 Sep, 2024Not Specified17 Jun, 20242 year(s) or aboveManagement SkillsNoNo
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Description:

JOB REQUIREMENTS:

  • At least 2 years of experience as a bond administrator or bond consultant
  • Currently be in the same or similar role with active working knowledge
  • Great communication skills • Excellent telephone etiquette
  • Able to work in a team
  • Be able to work under pressure in a face paced environment
  • Great time-management skills
  • Well presented as you will deal with clients
  • Experience with DealMaker system (beneficial)

JOB DESCRIPTION:

  • Consult with Investors daily whether one-on-one or telephonically, for the purpose of obtaining financial information to do affordability assessment or to process bond applications.
  • Thoroughly complete application forms, capture and submit applications to specified financial institutions through DealMaker system
  • Follow up with banks daily on all submitted applications
  • Give daily / regular feedback to clients
  • Motivate decline applications, do rate appeals with banks to ensure that best possible outcome is received. High conversion ratio will be expected.
  • Ensure that sale agreements are signed correctly within the specified time
  • Ensure that applications granted are taken to done deals (balance purchase price paid if needed) within the specified time
  • Assist with the updating of spreadsheets
  • Ad-hoc bonds and administration duties
    If you receive no response in the next 2 weeks, please accept your application as unsuccessful. Your CV will be kept for future vacancies

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Durbanville, Western Cape, South Africa