Financial Consultant: Drive Lending, Service & Growth

Old Mutual South Africa; Paarl; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa in Paarl is seeking a Loan Officer to drive lending and service quality. You will verify documentation, input client data, and assist customers with loan processes while maintaining compliance and strong customer care. The role emphasizes building relationships and meeting monthly targets.

Responsibilities include explaining products, processing documents, and delivering prompt service to customers, with adherence to regulatory standards and company policies.

Qualifications

• Must have customer-focused sales experience.
• Knowledge of lending, banking and insurance products.
• Ability to explain terms and conditions clearly.

Responsibilities

• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promoter Score (NPS) requirements.
• Explain the Loan Application Process to facilitate client understanding of the process.
• Explain Terms and Conditions of Old Mutual Finance Products to clients.
• Provides excellent face to face and telephonic service to customers.

Skills

Sales

Customer Service

Communication

Education

Matriculation Certificate

Tools

Summit CRM

Job description

Old Mutual South Africa in Paarl is seeking a Loan Officer to drive lending and service quality. You will verify documentation, input client data, and assist customers with loan processes while maintaining compliance and strong customer care. The role emphasizes building relationships and meeting monthly targets.

Responsibilities include explaining products, processing documents, and delivering prompt service to customers, with adherence to regulatory standards and company policies.