LOAN OFFICER ASSISTANT – TEKABO GROUP (PTY) LTD

VACANCY

TITLE: LOAN OFFICER ASSISTANT
Administration and upkeep of a loan office. Duties cover the entire loan origination process, including managing paperwork and interacting with everyone involved to keep the process moving efficiently. Responsible for checking important loan details and requirements before submitting all documentation to the Accounts Officer.

RESPONSIBILITIES

■Serve as ongoing point of contact for clients, helping them collect required information and complete any necessary documents throughout the loan process.
■Assist and coordinate internal parties involved in the loan application process.
Gather information for new loan underwriting, including credit reports, tax filings, business entity searches, and title work.
■Ensure loan documentation complies with NBFIRA requirements.
■Accept and review loan applications.
■Answer client’s questions.
■File necessary paperwork.
■Make initial contact and follow up with potential clients.
Manage closing paper work and ensure proper filing is done.
■Review delinquent accounts and attempt to collect debts.
■Perform general office administration duties.
Perform presentations to companies for scheme loan arrangements.

REQUIRED SKILLS

WORK EXPERIENCE AS A LOAN OFFICER ASSISTANT.
EXCELLENT KNOWLEDGE OF FINANCE REGULATIONS AND PROCEDURES.
HANDS-ON EXPERIENCE WITH ACCOUNTING SOFTWARE, E.G. PASTEL OR QUICK BOOKS.
ADVANCED MS EXCEL AND RELEVANT DATABASE SKILLS.
EXPOSURE WITH GENERAL LEDGER FUNCTIONS.
STRONG ATTENTION TO DETAIL AND GOOD ANALYTICAL SKILLS.
COMMUNICATION & MARKETING SKILLS.

QUALIFICATIONS:

Diploma in Finance Management or relevent studies.