Hillcrest Branch Sales Support & Receptionist

Key Responsibilties 

To provide efficient administrative and frontline support within the branch, ensuring all home loan applications are processed timeously and in line with our Amazing Service standards. The incumbent will act as the first point of contact for clients, warmly welcoming and assisting them during their visit, while maintaining a professional reception area.

Key responsibilities include offering full administrative support to Sales Consultants, managing client documentation, and ensuring seamless coordination between clients, consultants, and agents. The role also involves nurturing and maintaining professional relationships with all stakeholders to enhance the overall client experience.

Key Outcomes 

Effective Sales Support to Sales Consultants

• Furnish a pipeline report daily & Conduct ITC Checks
• Check client applications and forward to New Business. 
• Resolve all new business, valuation and credit queries on applications 
• Ensure accurate client filing and data stor filing
• Return incomplete applications to consultants for follow up/ with a completed checklist
• Ensure Letter of acceptance is correctly taken on and allocated
• In consultant's absence, contact client/manage communication 
• Assist consultant with queries. 
• Support in absence of consultants 
• Maintain email and telephone etiquette 
• Motivating applications 
• Compile spreadsheets and perform calculations from banking account statements and income calculators. 
• Compile affordability calculations. 
• Perform Lightstone and Transunion searches 
• Contribute to positive branch morale 
• Observe agreed office hours. 

Effective Client Liaison 

• Follow up on registration queries. 
• Check workflow for person dealing with application and contact. 
• Liaise with clients, consultants and conveyancers. 
• Handle Resubmissions queries. 
• Handle Quick Cash Queries. 
• Track Letters of Acceptance. 
• Close deals for consultants who are no longer employed with the company. Assist in defending NTU's and cancellations. 
• Assist with existing client matters where these cannot be referred to Administrator. 
• Feedback to existing clients where applicable. 

Adhoc duties 

• Attend to office administration
• Managing the switchboard 
• Assisting with marketing intitives                                                                                 
• Receiving and delivering postage  

Aligned to values and self-development 

• Align personal values and team values to the company's culture and values. 
• Take responsibility for your personal development and career pathing. 
• Subscribe to the company's code of ethics. 
• Manage your behavior to enhance the reputation and brand of your department and the company at all times 
• Comply with all legislation governing the organisation 
• Supports and encourages the Amazing service culture 
• Promote team spirit, within the Inland team

Minimum Requirements

1.    Education

• Matric 
• A certificate in Business Administration would be desirable

2.    Experience

•  2 to 3 years Admin/Sales Support experience in Finance/Banking Industry 

Competencies (5 Competencies – 3 domain (technical) and 3 Behavioral)

• Strong Admin skills 
• Meticulous and organised 
• Strong client service focus and good telephone etiquette 
• Microsoft suite (Intermediate) 
• Accuracy 
• Data Capturing Essential

Application Requirements:

• Updated CV
• For External candidates: [email protected]