Administrative support to Operations
- Front Desk:
- Managing the Client support box
- Actioning on the documentation that clients have sent in with their applications before initial contact.
Managing incoming and initial calls
- Attending to incoming calls or re-directing where necessary
- Initial contact with clients when they have applied for business funding.
- Follow up calls with clients where we have been unable to reach them with the initial call.
Assistance with loan applications
- New applications:
- Ensuring the correct information has been received.
- Preparing all relevant information required for the application, including the conversion of business bank statements.
- Follow up calls to clients where the business is waiting for the business bank statements.
Adhoc Duties
- Explain the product, pricing, loan terms, etc. to the customers.
- Understand the process that needs to be followed by the operations team as a whole and need to be able to explain this to the customers.
- Explain to a client how to obtain the bank statements in the correct format and be familiar with all channels available in submitting or sending these bank statements.
- Organizing information – gathering bank statements, creating client folders, and saving bank statements in these folders.
- Adhoc Administrative Duties as required.
Technical/Business Competence:
- Strong Communication skills – exchange, convey and express knowledge and ideas via telecom and e-mail and ensuring that they respond to a customer’s queries timeously and in a professional manner.
- Knowledge of Microsoft and other Office applications.
- Good problem resolution and creative thinking abilities.
- A team player – teamwork and collaboration.
- Strong oral and written communication skills.
- Critical thinking and problem-solving.
- Emotional Intelligence.
- Empowering and motivating others.
- Strong multi-tasking and administration skills.
- Listening skills and empathy.
- Understanding the loan origination and client information systems.
- Time Management – being able to multi-task between the different tasks required in the team.
- Product and process knowledge
- Excellent customer service
Behavioural Competence
- Achieving Personal Work Goals and Objectives
- Adapting and Responding to Change
- Following Instructions and Procedures
- Learning and Researching
- Presenting and Communicating Information
- Working with People
Minimum Formal Qualifications and Training:
Minimum Work Experience:
- 3+ years of work experience as an administrator.
