Intern: Pension Backed Home Loans (3-4 months) at Momentum Metropolitan Holdings Limited

Role Purpose    

• To provide administrative and client-service support to the Pension-Backed Home Loans team by assisting with client communication, application processing, document follow-ups, and general servicing activities to ensure a smooth end-to-end client experience.

Requirements    

• Grade 12 or equivalent qualification.
• 1-2 years' relevant experience.
• Relevant qualification (advantageous).
• Financial services experience (advantageous).

Duties & Responsibilities    

• Handle inbound and outbound client calls in a professional, service-oriented manner.
• Assist with responding to basic client queries and directing complex queries to the appropriate team members.
• Monitor and service the product mailbox daily.
• Create and prepare client application files for processing by the PBHL team.
• Follow up with clients on outstanding documents required for application completion.
• Verify and organise documents for easy retrieval and processing.
• Capture and record pre-screening assessment information accurately on internal systems.
• Support the team in ensuring seamless client servicing across the application lifecycle.
• Maintain positive client interactions and contribute to the overall client experience.

Competencies    

• Sense of urgency.
• Good verbal and written communication.
• Client-service orientation.
• Attention to detail.
• Time-management and organisational skills.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Interpersonal Relationships.

Deadline:5th March,2026