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Credit Direct Limited, Norrenberger Financial Group, PalmPay, Stanbic IBTC Bank, Zedcrest GroupProfession (Financial Services)
Industry
Seniority (Financial Services)
© Fuzu Ltd
Financial Services
Description
Requirements
· Basic understanding of SME lending and sales processes.
· Good communication and interpersonal skills.
· Strong attention to detail and follow-through.
· Ability to meet assigned targets and timelines.
Responsibilities
Business Development & Client Support
- Support the sourcing and onboarding of eligible SME clients within assigned locations.
- Promote SME loan products to prospective and existing clients as assigned.
- Maintain basic client relationships and escalate complex client needs to the SME Business Associate.
Credit & Documentation Support
- Collect, collate, and validate required client documentation in line with approved checklists.
- Support client profiling and data capture for loan applications.
- Ensure timely submission of complete documentation to support credit review and approvals.
Portfolio Support
- Support the monitoring of assigned SME accounts and repayment schedules.
- Follow up with clients on documentation gaps, repayment reminders, and routine inquiries.
- Escalate early warning signs and delinquency risks promptly to supervising officers.
Customer Experience
- Engage SME clients professionally and courteously at all times.
- Respond to basic client inquiries and ensure issues are resolved or escalated appropriately.
- Support a smooth customer journey during onboarding and loan servicing stages.
Reporting & Compliance
- Prepare and submit assigned daily and weekly activity reports.
- Maintain accurate and up-to-date records in CRM and loan management systems.
- Ensure compliance with company policies, procedures, and ethical standards.
- Support recovery and collections activities as assigned.
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