Advances Technical Support Assistant – National (32 views)

Durban
July 9, 2024

CORE PURPOSE OF THE JOB
To provide administrative support to the Sales representatives (advances) in respect of finance
deals approved, to ensure that the pre and post administration aspects of the respective deals
are completed in an efficient and effective manner with strict adherence to the Bank’s policies and
procedures.

MAIN FUNCTIONS OF THE JOB
Sales Administration
• Creation of non-FICA compliant customers and sureties on the bank’s system
• Updating of existing CIF information on the system which includes customer demographic
informationandfinancialinformationforindividualsand companies.
• Creation of the necessaryGeneral Accounts for each customer,
• Creation of vendors and Vendor Payable accounts.
• LiaisingwithSales representativesregardingqueriesonaspecificcustomercreation.

Creating collateral on FMS for allfinance transactions.
• Creation of allfinance facilities on core banking system for new,increase, decrease and
modification for all Finance products.
• Scanning all necessary information on the Bank’s document management system
• Creation of drawdown on core banking system for finance deals in order for
documents to be extracted by Credit AdministrationHub.
• Conducting Watch list checking for onward submission
• PreparesManual approval documents when required
Pay-out
• Finalising drawdown on core banking system and submission to Credit Administration Hub
for approval of finance deals.
• Capturing trade deals on IIS, payment on CSM and extracting the necessary notices and
proof of payments.
• Liaising with the Trade Department on matters related to deal loading.
PostPay-out
• Scans all FICA and deal files onto Docuware as per bank policy

Customer Maintenance
• Captures and updates Home Loan and Mortgage Disclosure Act
(HMLDA) information for allresidential properties
• Updates figures as per Annual Financial Statements on the core banking system
for entities once received from Sales

Other
• Capturing of Advances fees on the banks Sharepoint site
• Dealer / Supplierto be contacted to verify banking details
• Finalisation of Non -Finalised Deal payments

QUALIFICATIONS
• Matric
• BCOM Degree or Relevant Diploma will be an advantage
• AdvancedComputer skills

PREFERRED EXPERIENCE
• 2 years Administration experience
• Atleast 1 years’ experience within a Financial Services institution will be an
advantage

KNOWLEDGE
• IMAL
• Docuware
• MS Office

Al Baraka Bank is an Equal Opportunity Employer. Applicants from the previously
disadvantaged groups and people with disabilities will be given preference.