Home Loan Specialist

Education

• To provide excellent customer experience, deliver exceptional branch business growth and profitability.

• To recruit and retain Home Loan customers

• To deliver exceptional retail business performance through Home Loan sales & excellent customer service

• To develop and maintain a high profile for Home Loans within a number of branches

• To ensure that all aspects of operational rigor are maintained when involved in the home loan process

Education

• To provide excellent customer experience, deliver exceptional branch business growth and profitability.

• To recruit and retain Home Loan customers

• To deliver exceptional retail business performance through Home Loan sales & excellent customer service

• To develop and maintain a high profile for Home Loans within a number of branches

• To ensure that all aspects of operational rigor are maintained when involved in the home loan process

Sales and Service: Time split 75%

• Drive and deliver exceptional sales performance by identifying and meeting customer’s home loan needs
  
• Achieve & Exceed Home Loan & Cross Sale Targets
  
• Utilize the standard sales process to identify customer’s Home Loan requirements
  
• Facilitate customer understanding of the Home Loan procedure and process
  
• Champion and manage Home Loan products & channels
  
• Own and drive the outlet's home loan sales objectives/targets
  
• Maintain Home Loan sales performance statistics for management information usage.
  
• Manage customer queries and complaints by taking ownership, escalating where necessary, and resolving in a timely manner.
  
• Identify when & where to refer customers to an appropriate area of delivery for other product sales help or advice
  
• Ensure documentation such as the home loan application and internal submission forms are fully completed & error-free.
  
• Deliver world-class customer service practices and ensure adherence to Barclays Service standards.
  
• Accurate collation and packaging of relevant documents for processing.
  
• Conduct branch Home Loan marketing campaigns and participate in country-level campaigns
  

Internal Controls & Risk Management; Time split 10%

• Achieve operational rigor excellence in all aspects of procedures and processes are undertaken to ensure satisfactory audit.
  
• Follow the Retail end to end procedures for Home Loans ensuring new accounts are KYC compliant
  
• Ensure compliance with operations risk & rigor requirements e.g. Health & Safety standards and security of premises.
  
• Ensure the Bank’s Home Loan lending criteria are met
  

Customer Experience Time split 15%

In conjunction with the Branch Manager and other branch colleagues create a conducive work environment, teamwork, and effective succession opportunities to ensure maximum productivity.

Ensure the assigned e-learning and internal training activities for self and direct reports are undertaken within set timelines.

Determine and manage Training Needs Analysis and own succession planning. 

Manage your own leave by working closely with your Line Manager