overtime when operationally required. Travelling forms a major part of this role. Travel on projects two
present and communicate in both written and verbal forms Important to have
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that reviews. Checking of all deal packs and will applications to ensure that they are completed correctly
Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that reviews. Checking of all deal packs and will applications to ensure that they are completed correctly
assessment, and financial analysis of funding applications, as well as conducting post-investment due diligence Responsibilies: Perform eligibility screening of new applications for funding in terms of the client's criteria and mandate. Conduct commercial screening of applications in terms of the client's commercial assessment reports with recommendations on whether the applications should be accepted or rejected. Prepare financial commercial screening process of new applications. Liaise with applicants, request information, meet with
analyze an applicant's relevant history and records Obtain additional information about an applicant to determine recommendations on whether or not to approve an application Help agents determine premium costs Evaluate
analyze an applicant's relevant history and records Obtain additional information about an applicant to determine recommendations on whether or not to approve an application Help agents determine premium costs Evaluate
and update rebate schedules. Analysing vendor applications for new suppliers and obtaining approval from all credit applications after approval by directors. Integration of all new credit applications with the
advanced knowledge of MS Excel. The successful applicant will be responsible for processing accounts to financial reporting, and statutory submissions. Applicants should ideally live in the surrounding areas
looking for their first exposure to the industry. Applicants must be computer literate and live in the surrounding surrounding areas, and preference will be given to applicants that have some office administration/ accounts