Responsibilities and Accountabilities
Credit Application file set up and follow up.
Collect and analyze customers or prospect financial statements and other documents.
Analysis and preparation of credit facility application files, and adherence to pricing conditions negotiated, within set SLAs after receipt of all the documents from the customers.
Sets up dashboards on commercial performance and risk on customers, and timely reporting of downgraded situations to the Relationship Manager.
Provides performance dashboards to the Relationship manager including business opportunities that contribute to the overall growth of the portfolio.
Identify opportunities to cross sell the Bank's various products.
Shadowing the Relationship Manager in managing the portfolio.
Analysis of the real needs of customer and checks consistency of requested and proposed facilities.
Ensures retention of clients while enriching and updating prospect databases.
Identify opportunities to meet customer needs and for cross sell.
Follow up on customer complaint/s and ensures delivery within Service Level Agreements and procedures.
Counterparty Risk Contribution: Updates time schedules of customer files: KYC information, call reports, maturities, completion of security documentation, insurances, rates and loan instalment arrears.
End to end credit approval process.
Monitoring of Covenants- Ensure that all the post drawdown covenants are met by customers.
Minimum Requireme
