This role is responsible for initiating quotes from sales leads and co-ordinating the indexing for approved loans. The incumbent is individually accountable for achieving results through their own efforts with support and coaching.
Initiates quotes from online sales leads
Directs online loan queries to Direct Sales Consultants.
Takes inbound sales client service calls and shares relevant information with assistance and on the job coaching.
Finalises sales client service calls at point of contact to confirm final offers.
Obtains, indexes and ensures accuracy of all necessary documentation pertaining to the clients¿ loan applications
Ensures that the index queue is fully addressed daily and cleared within a 24 hour cycle
Ensures that extensive knowledge of the Credit Policy remains up to date.
Gmail
Yahoomail