Relationship Officer - Collections at CDL Human Resource

Key Accountabilities

• Receipt of funds and issuance of receipts
• Regular client communication in terms of debt status, repayment plans, support required throughout the customers’ journey- (Onboarding of customer details and customer documents on CRM, Mapping of payment plans, portfolio allocation, follow up on signing of offer letters, issue of instructions to lawyers to prepare sale agreements, follow up on execution of documents).
• Mortgage pipeline management and follow up.
• Mapping of timed collections
• Revenue assurance for allocated portfolio to issuance of cancellation notices and notification of units back to the market. (Including timely disbursements of loans).
• Risk mitigation by participation on the handover documentations.
• Complaint resolutions end to end with respective departments
• Compliance to laid down policies and laws.

Principal Outputs for this role

• Weekly status meetings with lawyers
• Restructuring of payment plans for approval by the Relationship Manager and Business Development Manager.
• Qualifying, approval and updating refunds for allocated portfolios
• Realization of projected cash flows and income for allocated portfolios
• Reporting on daily collections report for allocated portfolios
• Servicing of existing and new company financial obligations
• Sales output through cross selling
• Provide key insights derived from customer engagements on various project milestones supporting decision making.
• Key driver to improve and grow NPS scores

Requirements

Qualifications- Academic and Professional

• Bachelor’s degree from an accredited University preferably in a business-related field
• Relevant professional certification is an added advantage

Experience

• At least one-year experience in relationship management in a financial/ real estate institution
• Strong proficiency in banking systems and applications especially Profits and CRM
• Experience in portfolio management is a core requirement