Drive Partner Acquisition: Proactively recruit, engage, and maintain relationships with strategic referral partners (Nationwide HLA agents) to drive mortgage and auto loan submissions.
Agency Briefings: Plan and conduct regular briefing sessions for HLA agents and strategic partners to promote referral programs, product updates, and campaign initiatives.
Target Achievement: Own and hit assigned sales targets for mortgage and auto loan referral volumes.
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Vet accuracy of documents within turnaround time for execution of facility documents;
Check advise of release received from solicitors and ensure all relevant terms & conditions have been complied with prior to recommendation for loan disbursement.
Verify other supporting documents for disbursement of loan and follow up with relevant stakeholders on the rectification of discrepancies in the documents on timely basis.
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