regarding deductions etc and completion of withdrawal forms Overseeing the Medical aid / Retirement reconciliation
regarding deductions etc and completion of withdrawal forms Overseeing the Medical aid / Retirement reconciliation
to complete their SAICA Training Contracts which forms a significant part of the Chartered Accountant (SA)
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that reviews. Checking of all deal packs and will applications to ensure that they are completed correctly
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that reviews. Checking of all deal packs and will applications to ensure that they are completed correctly
lifestyles and financial needs Meet with clients to form a financial outlook including expenses, income,
analyze an applicant's relevant history and records Obtain additional information about an applicant to determine recommendations on whether or not to approve an application Help agents determine premium costs Evaluate
analyze an applicant's relevant history and records Obtain additional information about an applicant to determine recommendations on whether or not to approve an application Help agents determine premium costs Evaluate
and update rebate schedules. Analysing vendor applications for new suppliers and obtaining approval from all credit applications after approval by directors. Integration of all new credit applications with the
a pivotal role in facilitating the mortgage application process for our clients, ensuring seamless communication contact for clients throughout the mortgage application process. Clearly communicate the necessary documentation providing updates on the progress of their mortgage application. Documentation Management: Collect, review, and Liaise with mortgage lenders to submit client applications and obtain pre-approvals. Follow up with lenders lenders to track the status of applications, resolve any issues, and expedite the approval process. Collaborate