Position Summary:
To support the Account Executive with the day-to-day administrative (portfolio management), operational and credit management functions for an allocated Entrepreneur portfolio. To ensure that all compliance requirements within the portfolio are met and act as a central office-bound contact point for the client, providing sales and service fulfilment aligned to segment targets.
Required Education & Experience:
- 3-4 years experience as an Account Analyst with exposure to lending principles, sales and client servicing. Experience in a back-office Account Support or Customer Service Support role to understand how to interact with the client as well as to process client queries and requests. Experience in Credit or Retail Credit Collections responsible to complete credit applications. Must have relevant intermediary experience in respect of FAIS
- Must complete the RE 5 examination within the allocated time
- Relevant FAIS aligned business related tertiary qualification e.g. Diploma (NQF6) and above
- Drivers License
- Credit assessment skills