Role Overview
This position is central to keeping our client portfolio healthy and well-served. You will work across onboarding, repayment tracking, and customer relations, making sure every account stays current and every interaction strengthens trust. Your daily efforts will directly support our credit operations and help us spot market trends and growth opportunities.
Key Responsibilities
- Guide new clients through the onboarding process, ensuring all documentation is collected, verified, and properly filed before accounts become active.
- Maintain ongoing follow-up with clients regarding loan repayments, reminding them of due dates and resolving any questions about their payment schedules.
- Monitor the performance of loans within the portfolio, flagging accounts that show early signs of delinquency or require closer attention.
- Keep programme databases, tracking sheets, and client records up to date, ensuring every interaction and payment is recorded accurately.
- Prepare timely Management Information reports and compile market feedback from customers, identifying their preferences, common pain points, and emerging trends.
- Reach out to debtors with outstanding balances, agreeing on realistic payment plans and arranging for successful recovery of overdue amounts.
- Educate customers on responsible borrowing, repayment terms, and the benefits of maintaining a positive credit history with us.
- Identify promising sales leads during client interactions and pass them to the sales team to support business growth.
Requirements & Qualifications
- A diploma or degree in any field, with a strong general education foundation.
- Solid computer literacy, including familiarity with spreadsheets, databases, and standard office software.
- Educational background in sales, marketing, or a related commercial discipline.
- Prior experience in a client-facing or operational role, ideally within a financial institution, will be considered a strong advantage.
- Comfort with handling sensitive financial information and communicating professionally with customers from diverse backgrounds.
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