The purpose of the Investment Facilitator role is to assist the Estate Agent to effectively close the deposit deal with the Buyer and to represent the interests of the homebuyer by facilitating the investment and disbursement of the homebuyer’s deposit.
Key Performance Areas- Receive a lead from and Estate agent and make initial contact with the buyer
- Effectively communicate the Buyers Trust value proposition to all parties in the transaction
- Close the deal and hand the client over to the Deal facilitator complete the deposit
- Ensure that deposit is received and reconciles with sales agreement
- Liaise with homebuyer, real estate agent, bank and attorney throughout the process
- Receive and capture deposit instruction
- Ensure all relevant documentation is received and in order
- FICA homebuyer
- Open homebuyer deposit account
- Ensure that deposit is received and reconciles with sales agreement
- Obtain and verify attorney trust account information
- Instruct the issuing of deposit guarantee
- Ensure that homebuyer receives monthly account statements
- Instruct disbursement of deposit to attorneys on registration
- Liaise with homebuyer, real estate agent, bank and attorney throughout the process
- Collate and distribute activity reports
- Ensure homebuyer’s interest is paid over
- Handle ad hoc queries
Required Qualification, Experience & Knowledge- Matric
- A minimum of 3 years’ experience working in an administrative role within the financial services, real estate or conveyancing industry (short-term and long-term deposits or escrow experience highly advantageous)
- Solid sales or telesales experience
- Qualification recognised by the FSCA or working towards one
- Knowledge of property buying process advantageous
- Clear criminal and credit record
Required Skills- Ability to build relationships
- Ability to close deals and ask for the order
- Highly numerate
- Sound financial acumen – the ability to explain complex financial data in an understandable way
- Intermediate to advanced computer literacy (MS Excel, MS Word, MS PowerPoint and MS Outlook)
- Strong communication skills, both verbal as well as written
- Good listening skills and ability to effectively understand what people are saying
- Effective time management skills
- Expert client service skills
Required Competencies- Persuasiveness
- Accuracy
- Performing under pressure
- Client focus
- Adaptability
- Results-orientated
