Job Description
Job ResponsibilitiesReview existing portfolio to ensure alignment with bank's credit policy and to identify cross-sell opportunities by gathering and analysing relevant information.Prepare credit applications and make recommendations based on the findings, within credit parameters.Achieve targets by using management information systems to measure performance.Support the achievement of service level agreement standards by understanding client needs, providing guidance and recommendations and responding timeously.Contribute to external client satisfaction by sharing knowledge and developing skills of client service team members and other stakeholders.Build relationships with internal stakeholders by attending meetings and supporting their strategies.Manage risk by monitoring reports, including excess report, within expected timeframes, identifying potential risks and taking corrective action to ensure risk compliance.Measure compliance, identify risk and make recommendations for achieving compliance by using current information and other resources available.
Responsibilities + Skills
If no tertiary qualification: minimum 3 years experience gained in a similar role in a financial environment.
Education
NQF Level 5 or 6 qualification (Degree or diploma) that includes accounting.Depending on the business unit, an appropriate NGF Level 4 or 5 qualification e.g a certificate or diploma in property management may be an advantage.
Experience
