Microsoft office, spreadsheet and programming
· Build client and stakeholder relationships through regular contact.
· Maintain customer contact and Follow-ups.
· Actively engage in prospecting potential home loan clients by leveraging lead providers (Estate Agents, Bond originators, direct to client) and direct marketing, utilizing needs analysis-based selling techniques. Facilitate the maintenance of existing home loans from other financial institutions to FNB Homeloans Loans or offer tailor-made home finance packages accompanied by exceptional service.
· Educate clients on the product offering by presenting them with the relevant information.
· Identify effective financial solutions, using product knowledge, providing the client with proactive solutions.
· Responsible for providing regular feedback.
· Maintain a daily sales target, upselling, direct selling and customer retentions.
· Assisting with bond cancellations
Learn more:
Loan structuring
Documentation review
Loan processing
Loan origination
Cancellation process
Top perfomance award in homeloans department 2022-2023
Microsoft office, spreadsheet and programming
IT tech support, Business analyst and Safety management
IT tech support, Business analyst and Safety management