SUMMARY:
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POSITION INFO:
Our client is searching for a highly professional and skilled Lending Administrator and Client Operations Consultant for their boutique lending business providing an excellent service to their customers. The suitable candidate must have the right mix of technical, financial and people skills.
Main Responsibilities and Duties:
- Ensure optimization of the customer support center function and manage the 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 center 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 center 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 handling 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 prioritize tasks.
- Ability to work under pressure, take on additional tasks and target driven.
Education and Experience required:
- NQF Level 4 / Grade 12 required.
- Minimum of 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.
- Highly proficient in English (verbal and written).
- Clear credit and criminal records.
- Your own internet connection (at least 4 Mbps).
Beneficial but not required:
- It is not required to be fluent in Afrikaans, but it would be a benefit if you are.
- Certificate or Degree in Finance / Banking would be beneficial.
- 2 years’ work experience in the banking / financial environment.
More about this job:
- Office hours are 8am to 5pm.
- This job is partly remote (i.e., work from home).
- On-the-job training of company products and services will be provided.
Salary offered: R12 000 – R18 000 per month (depending on experience).
This is full time permanent position based in the Big Bay (Bloubergstrand) area, Cape Town.
Starting date: As soon as possible.
Please apply online if you feel you meet the position requirements.
Further communication will be limited to shortlisted candidates only.
If you have not received a response within 2 weeks of submitting your application, then please consider your application as unsuccessful.
NB! This job is now closed. You can apply for other jobs by uploading your CV.
