OMF Customer Documents Administrator ( Pretoria)

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

Skills

Education

Closing Date

15 April 2024

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutuals Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

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