Job Description

Secured Lending Processing 

• Review and verify secured lending application documentation for completeness and accuracy 

• Collect and organize required financial documents from clients including tax returns, financial statements, and asset verification 

• Conduct preliminary assessment of loan applications against bank lending criteria 

• Assist in preparation of credit applications with the Lending Specialists 

• Track application status and maintain regular communication with clients 

Client Service & Communication 

• Serve as primary point of contact for lending-related inquiries from clients 

• Coordinate with relationship team to understand client needs and preferences 

• Provide updates on loan application status to clients and internal stakeholders 

• Schedule and prepare documentation for client meetings 

• Maintain professional communication with ultra-high-net-worth clients 

Documentation & Compliance 

• Assist in monitoring existing loan portfolios 

• Track loan covenant compliance and payment schedules 

• Prepare regular portfolio status reports 

• Monitor collateral valuations and margin requirements 

• Support annual loan reviews and renewals 

Administrative Support 

• • Schedule and coordinate loan committee meetings 

• • Prepare presentation materials for loan committee review 

• • Maintain lending department calendar and deadlines 

• • Generate standard and custom reports for management 

• • Assist in special projects related to lending operations 

Minimum Requirements:

• FSCA Recognised Qualification 

• Minimum NQF Level 7 Degree 

• RE5 

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.