Document Perfection Officer, Business Support. at NCBA Group

Job Purpose Statement

Undertake perfection of asset finance securities upon release of the financed units to ensure payments are processed in a timely manner to motor vehicle dealers/sellers/customers within the stipulated TAT and service standards, and customer documents are dispatched in a timely manner to ensure high levels of customer satisfaction.

Key Accountabilities (Duties and Responsibilities)

Financial 10% 

• Cross Selling - Identify and generate leads that will translate to Business and revenue growth
• Ensure overall departmental expenses/costs are kept to a minimum by reducing printing and taxi costs, lead times and ensuring accuracy.

Internal business processes 60% 

• Provide quality service to internal and external clients in line with the bank’s values and standards i.e.:
• Process payments to dealers/customers accurately and effectively within the stipulated timelines.
• Promptly follow up, track and resolve all outstanding items raised during processing of payments.
• Ensure all cheques, where applicable, issued to customers/staff are acknowledged
• Submit, with acknowledgement all Asset Finance loan agreements for filing and archival at the vault upon booking of the loan as per the defined timelines.
• Ensure customer payment instruments and documents e.g. cheques, loan statements etc. are issued to the customers themselves or their authorised agents.
• Ensure safe custody of all bank and customer documents.
• Review and timely resolve any queries from Tracking Companies touching on payments for financed services.
• Perform other duties as may be assigned from time to time, including holding the fort for colleagues whenever they are away on leave.

Customer Service 20% 

• Ensure high standards of service are maintained to all customers (both internal and external) at all times.
• Attend to customer (borrowers, tracking companies, dealers/sellers) enquiries regarding applications undergoing processing as and when they arise.
• Dispatch customer copies of loan agreements within the stipulated timelines.
• Collect and dispatch cheques received from the disbursement team to upcountry branches and the dealers.

Learning and growth 10% 

• Deliberately take measures to learn other roles in the department for ease of rotation and personal growth.
• Achieve 40 hours of learning/training by enrolling in the trainings as advised by the HR department.
• Enrol for professional and other academic courses to improve your knowledge base. 

Academic:

• A university degree with at least second class upper
• Professional: AKIB or a Certificate in any credit related course will be an added advantage

Desired work experience:

• 2 year experience working within a banking (lending) environment 

Closing on: Jul 3, 2022