Business Funding Specialist
3 weeks ago
Silk Road Consulting (Pty) Ltd is seeking a highly skilled Business Funding Analyst to join our team. As a Business Funding Analyst, you will be responsible for originating new business loan applications, reviewing and evaluating loan applications, and providing exceptional customer service throughout the loan origination journey.
Key Responsibilities:- Review and evaluate loan applications and documentation for completeness.
- Prepare, review, and analyze creditworthiness of business loan originations by completing a credit scorecard.
- Review financial status of clients by interpreting financial statements and SARS documentation.
- Request additional information and follow up on outstanding applications.
- Engage with clients throughout the loan origination journey.
- Create loan quotes and proposals in conjunction with the credit and legal team.
- Determine loan pricing, repayment mechanisms, and terms in consultation with the credit team.
- Provide professional customer service, ensuring quick turn-around time and effective communication while adhering to lending guidelines and practices.
- Contribute to the achievement of monthly business targets.
- Pipeline management from origination through to close.
- Post-close due diligence to ensure the loan is documented as approved and is in compliance with business/credit rules, relevant regulations, and internal policies and guidelines.
- Follow up on non-payment.
- Deal with new payment plans or refinancing requests.
- Deal with early settlement queries.
- Obtain and file copies of loan applicants' credit history, corporate financial statements, and other financial information.
- Constantly review and improve the origination and lending process to maintain the highest level of efficiency and ability to allocate more time to origination and business development.
- Operate in compliance with laws and regulations and adhere to lending compliance guidelines.
- NQF Level 7
- Degree in accounting or business studies or similar.
- 5 years of work experience in loan origination/administration
- Familiarity with loan administration, accounting, and banking applications/software is preferred.
- Financial/accounting skills with the ability to understand and interpret financial statements, historical trends, budgets, projections, management performance, industry, and cash flow information.
Technical/Business Competence:
- Strong sales skills are essential to grow the debtor's book with new business.
- Deadline driven - driven to close a deal as soon as possible to ensure disbursement.
- Strong negotiation skills.
- Customer satisfaction orientation and sales competencies.
- Analytical skills (data analysis).
- Excellent Excel skills (pivots, lookups).
- Strong administrative skills.
- Solid understanding of lending products and practices.
- Strong project management - planning, organisational & time management.
- Excellent written and verbal communication and interpersonal skills.
- Extremely well organized with the ability to effectively multi-task and calmly handle diverse workloads while maintaining a positive customer-focused attitude.
- Problem-solving.
- Ability to work in a goal-oriented environment.
- Resourceful and the ability to take initiative.
- Ability to work in a team and support sub-teams.
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