Mortgage Originator

LIONLEAD Real Estate

Cape Town

On-site

ZAR 350,000 - 520,000

Full time

9 days ago

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Job summary

Tiger Finance, the mortgage origination arm of LIONLEAD Real Estate, seeks a motivated Mortgage Originator to manage applications, educate clients on lending options, and guide transactions from pre-approval to registration. You will work with banks, attorneys, and agents to close deals efficiently and with high service standards.

The role requires 2+ years in bond origination or related fields, strong communication, and tech-savvy use of DealMaker and CRMs.

Qualifications

2+ years in bond origination or mortgage finance.
Familiarity with major banks' mortgage policies.
Strong verbal and written communication.
Technical proficiency with CRM systems and DealMaker.

Responsibilities

Engage with clients to assess affordability and readiness.
Match client profiles to lending options and explain terms.
Submit home loan applications to banks via DealMaker or similar platforms.
Guide clients from pre-approval to registration.
Follow up with banks for timely approvals.
Negotiate terms on declined applications and appeals.
Track deals in CRM and maintain pipeline visibility.
Collaborate with Tiger Finance and real estate teams to maximise referrals.
Aim for high approval and conversion rates and ensure SLA adherence.
Ensure contracts and sale agreements are completed accurately and on time.

Skills

Bond origination

Mortgage advisory

Communication skills

DealMaker

CRMs

Excel

Google Drive

Education

Grade 12

NQF4 Real Estate/Finance

Tools

DealMaker

CRM software

Excel

Job description

Tiger Finance, the mortgage origination arm of LIONLEAD Real Estate, is seeking a motivated and detail- oriented Mortgage Originator to help clients navigate the home loan process from start to finish. You will manage applications, negotiate with banks, support real estate agents, and ultimately help South Africans access property finance with confidence and ease.

Client Engagement & Origination

Engage daily with clients (telephonically or in person) to assess financial readiness and perform affordability checks
Match client profiles to the best available lending options and educate them on bond products, terms, and benefits
Complete and submit accurate home loan applications to financial institutions via DealMaker (or similar platforms)
Guide clients through the home loan journey from pre-approval to registration

Application Management & Bank Liaison

Follow up with banks daily on submitted applications and push for timeous approvals
Motivate declined applications, submit appeals, and negotiate better terms on behalf of clients
Track every deal through CRM systems, ensuring updated status reports and pipeline visibility

Sales Support & Stakeholder Management

Work closely with Tiger Finance and LIONLEAD real estate teams to maximise referral opportunities
Build strong working relationships with attorneys, developers, estate agents, and bank reps
Attend to ad hoc administrative and support duties to ensure smooth deal flow

Performance & Conversion

Aim for high approval and conversion rates by qualifying applicants accurately and managing expectations
Move granted applications to “done deal” status (purchase price paid and registered) within SLA timelines
Ensure contracts and sale agreements are completed correctly and timeously
2+ years in bond origination, mortgage advisory, property finance, or banking
Existing client or agent referral book advantageous
Knowledge of major banks’ mortgage policies and affordability models
Strong telephone manner and written communication
High emotional intelligence with service-driven mindset
Tech-savvy: comfortable with Google Drive, CRMs, DealMaker, Excel, WhatsApp communication

Soft Skills