Sales Fulfilment Specialist - Home Loans

About Our Client

Our client is an established financial services organisation operating within the home-loan and mortgage sector. The organisation is committed to delivering an efficient, accurate and service-driven experience throughout the home-loan application process.

They are seeking an experienced and highly organised Sales Fulfilment Specialist to join their Head Office team in Bellville. This role is suited to a detail-oriented professional who understands mortgage processes, bank lending criteria and the importance of proactive stakeholder communication.

Position Overview

The Sales Fulfilment Specialist will be responsible for managing home-loan deals from the submission stage through to the instruction stage, ensuring that applications are processed accurately and efficiently.

The successful candidate will work closely with Home Loan Specialists, providing regular feedback on the progress of their deals and taking ownership of the quality of each submission. The primary objective is to improve deal conversion and ensure that good-quality applications are submitted correctly the first time.

Key Responsibilities

Deal Conversion

• Manage and facilitate the conversion of home-loan deals from the submission stage through to the instruction stage.
  
• Ensure that deals are processed efficiently and within the required turnaround times.
  
• Follow up proactively on outstanding information, documentation or actions that may delay the progress of an application.
  
• Identify potential obstacles in the application process and take appropriate action to resolve them.
  
• Monitor each deal closely to support successful bond approval and instruction.
  

Stakeholder and Consultant Liaison

• Build and maintain strong working relationships with Home Loan Specialists.
  
• Communicate proactively regarding the progress and status of their deals.
  
• Provide clear, accurate and timeous feedback throughout the application process.
  
• Respond professionally to queries and requests from internal stakeholders.
  
• Escalate delays, concerns or application risks when necessary.
  

Quality Assurance

• Review home-loan applications and supporting documentation before submission.
  
• Ensure that applications meet the relevant bank criteria and quality standards.
  
• Maintain current knowledge of bank lending requirements, mortgage criteria and submission processes.
  
• Identify incomplete, inaccurate or poor-quality submissions and arrange for corrections before processing.
  
• Promote accurate first-time submissions to reduce unnecessary delays and rework.
  
• Take ownership of the overall quality of allocated deals.
  

Administration and Record Management

• Update deal statuses accurately on the organisation’s operations system.
  
• Record relevant notes, feedback, progress updates and outstanding requirements.
  
• Ensure that completed or unsuccessful deals are closed correctly on the system.
  
• Maintain organised and accurate electronic records.
  
• Complete all general administrative responsibilities associated with the position.
  
• Maintain confidentiality when working with applicant, financial and banking information.
  

Requirements

Minimum Requirements

• Matric or an equivalent NQF Level 4 qualification.
  
• A minimum of two years’ relevant experience within a banking environment.
  
• Previous experience dealing specifically with mortgages, home loans or bond applications.
  
• Sound understanding of mortgage application and bank submission processes.
  
• Experience reviewing supporting documentation and application quality.
  
• Own reliable transport.
  
• Ability to work permanently from the Bellville Head Office