OMF Customer Documents Administrator at Old Mutual South Africa

Job Description

• 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.

Minimum Requirements.

• Matric (Grade 12)
• Computer Literate