Job Description
Responsibilities
- Approvals from WRM, declines & amendments
- Timely completion of NTB CPs as and when assigned
- Timely completion of renewals (T-30 days)
- Initiating renewal information request 60 days prior to expiry date and ensuring information is obtained before 30 days or escalated to next level.
- MRS to be updated immediately on receipt of audited financials or triggering of any DRI event
- CP quality – Manager & CRM Feedback
- Ensure all client queries and transactions referred are handled promptly and efficiently.
- Active portfolio management and analytics
- CP expiry report (No expiry beyond 30 days, no expired CPs without extension / justifications)
- Monitoring of Overdue / Excesses, Account irregularity reports
- MER expiry (No Primary & Secondary beyond 30 days)
- Covenants (No o/s covenants beyond 60 days)
- CBRB / Cheque returns (Review & Action taken)