Business Funding Administrator

2 months ago


South Africa Jobted ZA C2 Full time

Key Responsibilities:

1. Administrative Support for Operations

- Oversee the client support inbox, ensuring timely responses and updates.
- Process documentation submitted by clients prior to initial contact.

2. Client Interaction Management

- Manage incoming client calls and redirect as needed.
- Conduct initial and follow-up calls to clients applying for business funding.

3. Loan Application Support

- Verify application completeness and prepare required information, including business bank statement conversion.
- Follow up on outstanding documents (e.g., bank statements) needed for application processing.

4. Ad-hoc Duties

- Provide product, pricing, and loan term explanations.
- Guide clients on obtaining bank statements in the correct format.
- Organize client documents, create folders, and save bank statements.
- Perform additional administrative tasks as necessary.

Role Requirements:

Qualifications:

- NQF Level 4: Matric

Experience:

- Minimum 3+ years in an administrative role.

Technical Skills:

- Proficient in Microsoft Office applications.
- Strong oral and written communication skills.
- Critical thinking and problem-solving abilities.
- Excellent time management and multitasking skills.
- Solid understanding of loan origination processes and client systems.

Behavioral Skills:

- Goal-oriented with strong personal work goals.
- Adaptable to change and responsive to client needs.
- Follows instructions with attention to detail.
- Collaborative team player with excellent interpersonal skills.
- Demonstrates high emotional intelligence and empathy.

Stakeholders:

Internal: Operations Team (Front Desk, Business Analysts)
External: Prospective and existing clients

Leadership Level: Leader of Self



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