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Broker Support (Sales & Finance Administration) - BREMPAF02

1 hour, 8 minutes ago
South Africa
Contract
Junior
Customer Support
Customer and Technical Support
CRM HubSpot
Apply Now
Employmate

Employmate

Employmate is a company that offers full-time remote staffing solutions and continuous management support to help businesses scale and succeed. They provide tailored candidate connections, set up entire departments, and equip teams with the best tools ...

Professional Services
View All Jobs 16

Description

  • Monitor the CRM for outstanding tasks, missing documents, and stalled application progress.
  • Liaise with brokers, clients, lenders, and internal teams to chase documents and drive applications to completion.
  • Prepare files and documents, enter data, upload applications, and support workflow routing while maintaining accuracy and compliance.
  • Respond to client enquiries by phone and email and provide status updates in a professional, helpful manner.
  • Prioritise incoming broker support tasks with the sales team to keep busy deal pipelines on track.
  • Maintain CRM data integrity, including contact details, application status, and follow-up tasks.
  • Generate basic reports and track key metrics such as outstanding documents by broker.
  • Support operations, settlement, and marketing teams with reports, coordination, and handover activities.

Requirements

  • Strong administrative experience, preferably in a finance or brokerage environment.
  • Experience working in a fast-paced environment with multiple stakeholders.
  • Basic CRM experience is essential, ideally HubSpot, including tasks, workflows, and sales pipeline management.
  • Excellent written and verbal communication skills with a strong customer service orientation.
  • Highly organised and methodical, with the ability to track multiple moving parts and prevent follow-up items from being missed.
  • Intermediate to advanced Excel skills, including the ability to generate basic reports and manage data.
  • Understanding of broker workflows from application through to settlement, including documentation obligations and lender requirements.

Benefits

  • Fully remote role based in South Africa.
  • Long-term contractor engagement.
  • Monthly salary of R16 000 to R27 000, negotiable based on experience.
  • Work hours of Monday to Friday, 12am to 8am SAST.

Interested in this position?

Apply directly on the company website

Apply Now

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