About the role:

Main Accountabilities:

1. Deal Assistance:

• Organise and coordinate resources to compile effective deal packs for submission to the credit department.
• Respond to customer complaints and provide after-sales support when requested.
• Process all deal packs accurately and in a timely manner.
• Communicate any delays or issues in processing deals to clients and Portfolio Managers.
• Monitor team progress, identify potential improvements, and propose effective solutions.
• Assist in the preparation and organisation of promotional materials and events.

2. Client Management:

• Update and manage the Customer Relationship Management (CRM) system to ensure accurate records and prevent duplication of client or supplier contacts with other Portfolio Managers.
• Maintain and manage key accounts, ensuring consistent client communication and support.

3. Internal Processes

• Track and measure the quality of business and credit deal submissions to the credit department.
• Collect monthly feedback from the credit department on the quality of submitted deals.
• Maintain an asset register to monitor the status of pending and declined deals.
• Support the Portfolio Manager in maintaining internal standards and procedures.

Qualifications:

• Matric required.
• BCom degree with Finance and/or Mathematics, Accounting as a subject(s) advantageous.

Experience:

• 1-2 years working experience in a similar role, with desire to move to client facing role.

Skills:

• Detail-oriented with a focus on deadlines.
• Capable of working independently with minimal supervision.
• Excellent time management skills.
• Effective relationship management

Competencies:

• Commercial judgement and financial acumen
• Analytical thinking and problem solving
• Decision making and sound risk judgement
• Stakeholder engagement and collaboration
• Negotiation and influencing capability
• Accountability and ownership
• Results orientation and performance focus
• Integrity and governance discipline