Job Summary
To ensure that all the loan and administrative duties are executed in a timely and efficient manner, according to the company‘s policies and procedures.
Primary Responsibilities:
1.Data Entry And Receipting:-
- Loan posting - Generate client accounts and update all client and loan details on system
- Prepare receipts for Incoming Payments
- Complete Daily Deposit Process for Cheque Payments
- Receipt/ Payment posting – Allocate & Enter payments on system to relevant account
- Prepare journals and enter on system
2.Loan Processing Support & Marketing :-
- Register & Complete Loan Applications
- Liaise with client/ employer for additional information/ clarification
- Prepare Loan Documents inclusive of closing documents and loan vouchers
- Assist with Loan disbursements & Other outgoing payments- voucher preparation
- Review and Maintain Online Application Register/ Requests
- Assist with Loan Marketing Efforts, Collation of Marketing Material and Participating in Loan Marketing Events
3.Filing & Other:-
- Prepare file shells with separators & file labels
- File Loan Application and all Supporting Loan Documents in required sequence
- Assist with Filing System Maintenance to allow for easy access
- Assist with other general filing
- Collect and Distribute daily mail
- Assist with Walk-in clients & Other Clients’ requests as needed
Secondary Responsibilities:
- Perform other job-related duties and functions that may be required from time to time.
Qualifications
Education
Minimum 5 CSEC passes inclusive of Grade 1 or 2 in Mathematics and English A and
6 CAPE passes (full certificate) or an equivalent diploma or professional certificate.
Experience
Minimum one (1) year financial services industry experience would be an asset.
Please note that our recruitment and selection policy requires you to present a police certificate of character no older than 6 months from the date of stamp.
We thank you for your application. However, only if you have been short-listed, you will be contacted
Skills Required
- Minimum 5 CSEC passes including Grade 1 or 2 in Mathematics and English A; plus 6 CAPE passes (full certificate) or equivalent diploma/professional certificate.
- Minimum one (1) year financial services industry experience.
- Police certificate of character no older than 6 months from date of stamp (required for recruitment/selection).
What We Do
We are a leading financial institution in Trinidad and Tobago, providing an umbrella of specialised financial services that satisfy the diverse financial needs of existing and prospective Clients. Our highly trained team of Financial Advisors and Team Members ensures that our Clients are guided to select the best solution for life’s circumstances, including individual and group life insurance, pensions, commercial and personal lines of general insurance, finance, trust and leasing services and retail services.
