Portfolio Analyst

2 days ago

Pretoria, South Africa FirstRand Full time

About us, purpose, experience and qualifications

**about us**:

- make a promise
- be deeply invested
- value our differences
- build trust, not territory
- have courage
- always do the right thing

**purpose**:

- Assists with Ongoing Credit Management and Ongoing Risk Management, or Collection support and administration to control exposure.**experience and qualifications**:

- Grade 12, Bankers Examinations or Bank’s in-house credit related courses or modules an advantage.
- Banking experience managerial and or specialist responsibilities.
- Trade finance and foreign exchange.
- 5 Years experience in a sales management role.**additional requirements**:
**responsibilities**:

- Manage costs / expenses within approved budget to achieve cost efficiencies
- Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, SME’s, project managers and senior staff members
- Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders
- Monitor daily overdrawn printouts and undertake refers to reduce overdrawn accounts
- Comply with governance in terms of legislative and audit requirements
- Monitor and control branch OCS queues, SAD queues to reduce number of activities required to zero.
- Approval of all facility requests within LDA. Analyse facility requests outside LDA with recommendation to management
- Monitor / manage / close dormant accounts to increase retention of client base and decrease cost
- Monitor and manage the categorisation of accounts within portfolio and manage triggered accounts to ensure client portfolio is up to date.
- Monitor and manage the collection process to increase efficiencies and increase recovery
- Gather and distribute relevant business information
- Manage personal development to increase own skills and competencies

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