Portfolio Executive at Stellar Human Resource Solutions

Duties and Responsibilities

• Evaluating and monitoring programs while proactively analyzing and interpreting financial data to prepare reports, presentations, initial recommendation to the highest standards in a timely manner.
• Produce ad-hoc return-on-investments analysis as required by the Director.
• Ensuring effective quality assurance through contract negotiations and tender submissions while adhering to institutional policies and guidelines.
• Read and analyze incoming memos, submissions and reports to determine their significance and arrange their distribution accordingly.
• Act as a first point of contact for the Directors business partners and team members in a highly professional manner. • Conduct required research and analysis activities providing efficient and solution focused Summaries. •Ensures adherence to company policies and procedures.
• Reviews and updates customer loan files, loan agreements, etc. to ensure adequacy for credit processing and loan bookings.
• Account Management.
• Product Development. •
• Contract development and loan calculations.
• Ensure reconciliation of loanees listing is done and on time.
• Responding to customer queries and advising them accordingly.
• Filing of documents.
• Data entry.

ROLE REQUIREMENTS

• Must have a B.com in Finance or Business Administration. •
• Must be experienced in Banking especially in a loan department and Must be good with loan processes. •
• Must have over 5 years’ experience in the financial sector. •
• Must be ready to work under pressure. • Must be goal oriented
• Adhere to various company policies and procedure
• Must have knowledge of financial data analysis and report writing
• Must have the ability to understand and follow company policies and procedures.
• Must have strong analytical, organizational and creative thinking skills
• Must have excellent communication, interpersonal and customer service skills