Client Ops and Lending Administrator

SUMMARY:
Client Ops and Lending Administrator

POSITION INFO:

Our Client based in the Financial Services Industry is looking to employ a highly professional and skilled Lending administrator and client operations consultant.

The suitable candidate must have the right mix of technical, financial and people skills.

Main Responsibilities and Duties:

• Ensure optimisation of the Customer Support Centre function and manage business processes.
• Process loan applications and determine client affordability as well as complete the whole loan process with clients.
• Completing client contracts and sign contracts with clients.
• Engaging with customers through multiple channels on different queues with varied complexities.
• Answer incoming calls, make calls and respond to customer queries and requests on the Customer Support Centre System/Ticket System (via applications, telephone, emails, and live chats).
• Upload / process and verify all client details, KYC and ensure verification in accordance with regulatory requirements.
• Guide customers with the relevant company information, services and products.
• Manage, resolve and follow-up logged tickets: customer calls, enquiries and complaints effectively and timeously.
• Identify and escalate issues to management.
• Provide technical support, processing of documentation, and company product and service information to customers.
• Research required information using available resources.
• Document all information according to company procedures, processes and regulations.
• Ensure the Customer Support Centre is compliant with all relevant statutory requirements (e.g. NCA, FAIS, FICA, and Consumer Protection Act).

Required Skills:

• Excellent interpersonal and customer service skills.
• Exceptional verbal communication and listening skills.
• Data entry, analytical and trouble-shooting abilities.
• Sound problem solving and multi-tasking skills.
• Highly customer focused and handles all client information confidentially.
• Attention to detail, accuracy and highly efficient in diagnosing technical issues.
• Highly professional, calm, flexible and customer focused.
• Effective time management skills, hardworking and able to prioritise tasks.
• Ability to work under pressure, take on additional tasks and target driven.

Education and Experience required:

• NQF Level 4 / Grade 12 required.
• Min 1 to 2 years'' experience working in a financial / lending / banking environment
• Solid technical and computer literacy skills and highly proficient in Microsoft packages and applications.
• Certificate or degree in Finance / Banking would be beneficial.
• 2 years work experience in the Banking / Financial environment.
• Highly proficient in English (verbal and written).
• Clear credit and criminal records.
• Your own internet connection (at least 4 Mbps).

NB! This job is now closed. You can apply for other jobs by uploading your CV.