Compliance - Ensure compliance with FICA - Communicate requirements to clients, collate required documents, capture detail onto the system and submit for approval. Ensure compliance with FATCA, POPI and FAIS/TCF.
Client Administration - Control and coordinate all aspects of a transaction, ensuring the timeous and smooth conclusion of the transaction.
Managing and Growing Client Relationships - Effectively manage, maintain and strengthen client relationships.
Managing existing loan book - Maintain existing loan book by ensuring client satisfaction and receiving positive feedback on all aspects of the process; Attend to all operational aspects of renewals, extensions and amendments to facilities accordingly to remain competitive and relevant in an ever-changing economy
New Business/Division Fee Target and Stretch - Source new clients for the Property Lending division and ensure growth of the existing loan book. Negotiate transaction terms with potential clients while analysing transactions accurately. Communicate with these potential clients timeously while looking after the best interests of the Bank. |