IPF Analyst at NCBA Group

Job Purpose Statement

To deliver exceptional IPF business performance by providing operations support and excellent customer service to clients, with a key focus on data capture.

Key Accountabilities (Duties and Responsibilities)

Financial 10% 

• Ensure interest rate/Facility fee is charged correctly on all applications. Zero tolerance to errors resulting to reversals or write offs
• Cross – selling other bank Products.

Internal business processes 60% 

• Achieve high level customer service, process controls and set TAT at all times.
• Accurate Data capture for all applications received. Zero tolerance to errors resulting to applications send back.
• Notification of any accounts in arrears to BRM for follow up and immediate notification to customers in case of unfunded accounts or unpaid cheques.
• Customer financials, Evidence of first instalment payment and all relevant supporting documents strictly verified and attached to all applications.
• Monitoring of Underwriter exposure limits and IPF Lien deposit accounts for all cash covered underwriters.
• 100% adherence to policies, procedures and statutory guidelines.
• Same day processing of all complete applications within the agreed process flow timelines.
• Call back applicants to authenticate applications.
• Fully responsible for IPF analysts queue
• Handling of customer queries on phone/email

Customer service 25% 

• Ensure that there is a robust departmental internal customer satisfaction rating by ensuring the team lives the NCBA Values.
• Deliver Exceptional customer service to all stakeholders.

Learning and growth 5% 

• Achieve learning/training through E-learning, Internal & External training activities.
• Ensure compliance with the leave policy on block leave and minimum carry over.
• Own up-to-date and actioned competency assessments and development plans for self

Ideal Job Specifications

• Academic: A bachelor’s degree in a business related field.
• Professional: A professional qualification in a business course is an added advantage.
• Desired work experience: At least one year experience in a banking environment.