South Africa: Bond Originators posted by I Grow Wealth Investments
Posted on 2025-07-27 00:00:00
| Employer | I Grow Wealth Investments |
|---|---|
| Category | Finance/Accounting Management |
| Location | South Africa / South Africa |
Job Summary
- Minimum of 2 years current proven experience as a Bond Originator or in property finance.as a Bond Originator / Mortgage Advisor / Home Loan Consultant / Property Loan Specialist
- A current book of clients with a track record of monthly grant figures averaging R2 million or more.
- Ability to provide evidence of approved grants and consistent performance.
- Exceptional sales and relationship-building skills.
- Knowledge of home loan products, the real estate market, and banking processes.
- Self-motivated, results-driven, and eager to grow your portfolio and income.
- Great communication skills
- Excellent telephone etiquette
- Able to work in a team
- Be able to work under pressure in a fast-paced environment
- Great time-management skills
- Well presented as you will deal with clients
- Experience with DealMaker system
Duties and responsibilities include, but not limited to:
- 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
- Daily follow up with banks on all submitted applications.
- Provide 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
- Assist clients in navigating the home loan process, from application to approval.
- Build and maintain strong relationships with banks, financial institutions, and real estate professionals.
- Leverage your existing client book to secure new opportunities and grow your bond origination portfolio.
- Provide expert advice on property finance solutions tailored to individual client needs.
- Negotiate favourable terms and ensure seamless loan approvals for clients.
- Stay up-to-date with property finance trends and lending regulations.
- Ad-hoc bonds and administration duties as requested from time to time.
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