Credit Finance Administrator - Cape Town, South Africa - Mayfly Agri (Pty) Ltd
Description
Minimum requirements for the role:
- Must have completed a National Senior Certificate or equivalent
- Minimum 3 years work experience in an administrative role, ideally within the banking or financial sector is essential
- Previous client interaction and relationship building experience are important
- Strong verbal and written communication skills exchange, convey and express knowledge and ideas, are required for this role
- Must be computer literate and have the ability to understand the loan origination and client information systems
- Managing incoming and initial calls and redirecting where necessary.
- Managing the initial contact with clients when they have applied for business funding.
- Making followup calls with clients.
- Assisting with all of the administrative duties of the Front Desk.
- Managing the Client support box.
- Making followup calls to clients where waiting for the business bank statements.
- Explaining the product, pricing, loan terms, etc. to the customers.
- Explaining 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.
- Gathering bank statements, creating client folders, and saving bank statements in these folders.
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