responsible for actioning key functions within with the Loans and Shares functions, as well as certain supervisory
advantage.
• SAP system experience preferably in Loans Management Module.
• Excel and Word
Matric
- 2 years banking collections (Home loans)
- Excalibur experience.
- Willingness
accounts, as assigned.• Checking loan agreements activated by Loans Administrators for accuracy and completeness LOAs.• Daily disbursement processes related to Loans and Shares• Manually maintaining interest rates together with administrators• Maintain accuracy of Loans TB for assigned SBUs.• Manage IMC processes, as of journals, as required.• Reconciliation of the Loans TB to the Clients GL• Addressing internal and external responsible for actioning key functions within with the Loans and Shares functions, as well as certain supervisory
Responsibilities include:
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude. Responsibilities Identified client financial
clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting changes / Wills / arrear premiums / replacements / broker changes / lapses / cancellations and ensuring that that we try to save the business; Liaise with Broker Consultants and Insurance Companies; Sending out years experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience
Independent Specialist Broker – Table View My client who is an independent specialist broker focusing on Trade client reports as stipulated by the Specialist Broker responsible for the client within 24 hours of receipt standard must be discussed with the Specialist Broker. Ensure that client reports are error free. Discuss discrepancies around client reports with the Specialist Broker. Adherence to a turnaround time of 48 hours on otherwise directed. On instruction from the Specialist Broker ensure that declarations are completed and submitted
Independent Specialist Broker – Table View My client who is an independent specialist broker focusing on Trade client reports as stipulated by the Specialist Broker responsible for the client within 24 hours of receipt standard must be discussed with the Specialist Broker. Ensure that client reports are error free. Discuss discrepancies around client reports with the Specialist Broker. Adherence to a turnaround time of 48 hours on otherwise directed. On instruction from the Specialist Broker ensure that declarations are completed and submitted
The ideal candidate will deliver personalized long term insurance solutions, to help clients work toward their long-term financial goals. You will need to have extensive Business Development skills, an established network, and an entrepreneurial attitude. Responsibilities Identified client financial
clients diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting changes / Wills / arrear premiums / replacements / broker changes / lapses / cancellations and ensuring that that we try to save the business; Liaise with Broker Consultants and Insurance Companies; Sending out years experience in the insurance industry as a Broker Assistant essential X-Plan Insurance Package experience