Consultant - Johannesburg, South Africa - Atlas Finance

Atlas Finance

Verified Company

Johannesburg, South Africa

1 week ago

Posted by:

Thabo Mthembu

beBee Recruiter

Purpose of the role

Accountable for achieving individual budgets on sales and collections as set out and agreed to by the Branch Manager

Issue loans

Loan processing:

Process loans per company policy and SOP's:

Obtain required documentation from client
Complete affordability study
Maximise or upsell the loan to affordability
Obtain authority and Nu Card from Branch Manager
Allocate and issue
Ensure that all necessary documents are signed and explained to parties concerned
Ensure that loan pack is complete, scanned and filed
Ensure that client is supplied with copy of loan pack

Collections

Collections process:

Process collections per company policy and SOP:
Follow-up on all overdue accounts by using the overdue lists and bucket/falcon system
Update the Bucket/Falcon system while speak to the customer

Sales

Revived sales:

Contact all revived clients as per instruction by using the followup business report and bucket/falcon system
Diarise 'positives' for future action on the bucket/falcon system and F10 comments
Followup on 'positives' as per bucket/falcon system on F10 comments

Existing sales:

Contact all existing clients as per instruction by using loans ending within a month report and bucket/falcon system
Diarise 'positives' for future action, action on the bucket/falcon system and F10 comments
Followup on 'positives' as per bucket/falcon system and F10 comments

Branch Administration
Daily report

Final demands:

Loan processing:

card as per company SOP

Ensure that all necessary documents are signed by parties concerned
Ensure that loan pack is complete and filed as per company SOP
Ensure that client is supplied with copy of loan pack
Ensure that delayed payments are cleared daily and cancelled if not finalised after 7 days as per Head Office instructions

Digital cabinet: