Where

Sales Administration Assistant - SME Division

Bradshaw LeRoux Consulting
Durban Full-day Full-time

Description:

Location: Durban Contract: 6 months Fixed Term Contract Salary: R10 000 – R15 000 per month CTC Job Description: To provide support to the SME Office in terms of administration tasks including office maintenance to ensure efficiency within the Department. Main functions of the job: Office Administration
  • Answers all incoming call and handles caller’s inquiries when the need arises
  • Re-directs calls as appropriate and takes adequate messages when required
  • Sends mail internally to respective departments as well as external mail to clients timeously
  • Requests from the finance department settlement figures as per client request, and logs accordingly once settled.
  • Extracts statements as per client requests, and liaise with clients regarding any statement queries
  • Liaises with Conveyancing department in regard to bond cancellations, release of title deed as well as requests release of original logbooks as each deal is settled or requested by client.
  • Requests and follows up on audit certificates and bank confirmations as and when required, and ensures fees are received for same
Sales Administration
  • Requests and collates FICA information from clients and submits same to the technical support team timeously
  • Attends to any debit order queries received, and logs any changes/suspensions with the Advances Technical Support Team timeously
  • Assists clients with any deal related queries
  • Logs and attends to any reimbursements and/or reconciliation requests with the Central Ops Debtors Team when required
  • Ensures all fees/deposits/settlements are allocated to the correct account by submitting same to BSA Allocations team
  • Any allocation queries received from BSA -Central Operations to be attended to
  • Prints all legal agreements and relevant documents pertaining to deals for the respective managers
  • Obtain the relevant transaction details and upload to Advances Technical Support log timeously for all revolving asset facilities and once -off motor vehicle and equipment facilities
  • Ensure all conditions, fees and payments are logged onto the Advances Technical Support
  • Ensure all legal agreements and documents pertaining to deals are signed correctly and dispatched timeously
  • Extract Musharaka Sale of Units document (when applicable) to send to clients and upload onto Credit Work Log within 5 days of payout
  • Attends to all valuation quotes and instructions, ensuring all requests are followed up with
  • Reconciles Valuator Statements on a monthly basis and facilitates payments monthly
  • Assists in preparing trade and asset markup letters as and when required the Profit Markup changes
Back Office Support
  • Assists the Credit Analyst and SME Operations Supervisor in general administrative tasks daily
  • Attends to adhoc tasks allocated by the SME Consultants / Manager
Qualifications
  • Matric
  • Relevant Diploma/Degree will be an advantage
Preferred Experience
  • At least 1 years’ experience within a Financial Services institution
  • General banking experience would be an advantage
Knowledge
  • Banking System
  • Docuware
  • Microsoft Office at an intermediate level.
  • Bank Procedures.
  • Credit Policies and Procedures.
  • National Credit Act (NCA).
  • Strong administrative skills.
  • Financial Intelligent Centre Act (FICA) policies & procedures.
  • Knowledge in Shariah laws and principles
  • Knowledge on Banks products and services
Application instructions: PEOPLE WITH A DISABILITY ARE ENCOURAGED TO APPLY Please send your updated MS Word CV, Matric certificate, and verification of disability to support@bradshawleroux.co.za

Requirements:

  • Answers all incoming call and handles caller’s inquiries when the need arises
  • Re-directs calls as appropriate and takes adequate messages when required
  • Sends mail internally to respective departments as well as external mail to clients timeously
  • Requests from the finance department settlement figures as per client request, and logs accordingly once settled.
  • Extracts statements as per client requests, and liaise with clients regarding any statement queries
  • Liaises with Conveyancing department in regard to bond cancellations, release of title deed as well as requests release of original logbooks as each deal is settled or requested by client.
  • Requests and follows up on audit certificates and bank confirmations as and when required, and ensures fees are received for same
  • Requests and collates FICA information from clients and submits same to the technical support team timeously
  • Attends to any debit order queries received, and logs any changes/suspensions with the Advances Technical Support Team timeously
  • Assists clients with any deal related queries
  • Logs and attends to any reimbursements and/or reconciliation requests with the Central Ops Debtors Team when required
  • Ensures all fees/deposits/settlements are allocated to the correct account by submitting same to BSA Allocations team
  • Any allocation queries received from BSA -Central Operations to be attended to
  • Prints all legal agreements and relevant documents pertaining to deals for the respective managers
  • Obtain the relevant transaction details and upload to Advances Technical Support log timeously for all revolving asset facilities and once -off motor vehicle and equipment facilities
  • Ensure all conditions, fees and payments are logged onto the Advances Technical Support
  • Ensure all legal agreements and documents pertaining to deals are signed correctly and dispatched timeously
  • Extract Musharaka Sale of Units document (when applicable) to send to clients and upload onto Credit Work Log within 5 days of payout
  • Attends to all valuation quotes and instructions, ensuring all requests are followed up with
  • Reconciles Valuator Statements on a monthly basis and facilitates payments monthly
  • Assists in preparing trade and asset markup letters as and when required the Profit Markup changes
  • Assists the Credit Analyst and SME Operations Supervisor in general administrative tasks daily
  • Attends to adhoc tasks allocated by the SME Consultants / Manager
  • Matric
  • Relevant Diploma/Degree will be an advantage
  • At least 1 years’ experience within a Financial Services institution
  • General banking experience would be an advantage
  • Banking System
  • Docuware
  • Microsoft Office at an intermediate level.
  • Bank Procedures.
  • Credit Policies and Procedures.
  • National Credit Act (NCA).
  • Strong administrative skills.
  • Financial Intelligent Centre Act (FICA) policies & procedures.
  • Knowledge in Shariah laws and principles
  • Knowledge on Banks products and services
05 Apr 2024;   from: careers24.com

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