Policy Schedules are up to date and accurate. Data capture of client demographic data on client relationship relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between
correcting the quality of Academic Administration data captured for a student record. Liaise with internal stakeholders
correcting the quality of Academic Administration data captured for a student record. Liaise with internal stakeholders
literate (MS Office Word and Excel)
Effective data capturing skills
Excellent telephone etiquette
General filing of memos and correspondence Data capturing of stock received and sent from branch. Housekeeping
General filing of memos and correspondence Data capturing of stock received and sent from branch. Housekeeping
General filing of memos and correspondence Data capturing of stock received and sent from branch. Housekeeping
General filing of memos and correspondence Data capturing of stock received and sent from branch. Housekeeping
Key Duties:
Liaison between sales branches and credit with a focus on: Information gathering / document checks. Assessment of application files for compliance to credit policy. Ensure relevant loan conditions are selected. Verification of information together with confirmation of income and employment. Verify a