Sales Administration Assistant - Western Cape - Corporate and SME

CORE PURPOSE OF THE JOB

To provide support to the Corporate & SME Office in terms of administration tasks including office maintenance to ensure efficiency within the Department.

Post Approval Functions

• Review of Decision Pack and actioning of Credit Committee Decisions
• Requesting via the TASL Technical Advance Support Log of the relevant Facility Letters and Legal Documentation
• Finalisation of all necessary requirements prior to payout

Musharaka Deals

• Request musharaka agreements
• Bond instruction: Prepare bond instruction template and upload to TASL
• Complete Letter Of Authority for equity deals
• Prepare payment pack for equity deals and forward on to Supervisor for sign off

MV Drawdowns

• Liaise with client / dealers wrt financing requirements
• Prepare / Extract Podiums and issue to dealers
• Request MV agreements
• Prepare payment pack and forward on to Supervisor for sign off

Equipment Drawdowns

• Liaise with client / suppliers wrt financing requirements
• Provide suppliers with invoicing requirements
• Request Equipment agreements Normal and Non Finalised Deals
• Prepare payment pack and forward on to Supervisor for sign off

Non Finalised Deal's

• Assist Supervisor with finalisation of deals, as and when necessary

Valuations

• Request Valuations on SharePointCreate Valuator payment packs

Fees

• Ensure valuation fee invoices are sent off and fees recovered from client
• Ensure Admin fee invoices are verified and requested from TASL and thereafter sent to client for recovery
• Prepare Fee journals, as and when required

Settlements

• Ensure Settlement maturities have been logged
• Ensure Proof Of Payment submitted to Bank Statement Allocations for correct allocation

Logbook Requests

• Ensure Log for release of logbooks is done timeously via the Post Advances Log
• Ensure proxy packs and duplicate logbook requests are completed when necessary

FICA

• Request additional Financial Intelligence Centre Act FICA info from clients
• Review and compile necessary FICA related documents
• Upload FICA onto to TASL and request FICA approval
• Attend to refer-backs/queries timeously
• Attend to Ongoing Due Diligence, as and when necessary

Enhanced Due Diligence

• Ensure EDD is submitted timeously for Approval

General

• Attend to TASL / Credit Administration Hub / CNV / COB and Legal queries
• Liaise with Legal wrt Trust Deed Reviews
• Monitor and attend to Queries from Trade Group

Annexure A's

• Prepare Pack and checklist and upload to SharePoint

Communication to clients

• Preparation of Cross Border Letters

Shariah and Legal Queries

• Attend to necessary Logs, as and when required

Email Monitoring

• Monitor of Department email address and respond to relevant queries timeously

Customer Relations & Back Office Functions

• Assists the Corporate & SME / Relationship managers with back- office administrative and operational management of the clients
• Attend to administrative queries for clients
• Assist clients in the absence of the Corporate & SME / Relationship managers.
• Liaises with clients in respect of administrative / operational queries and other related information requirements.

Back Office Support

• Assists the Corporate & SME Admin Supervisor in general administrative tasks daily
• Assisting on an ad-hoc basis on any department/ Bank projects

Requirements Qualifications:

• Matric
• Relevant Diploma/Degree will be an advantage
• Computer skills

Experience

• At least 1 years' experience within a Financial Services institution
• General banking experience would be an advantage

Knowledge

• iMAL system.
• Enterprice
• Docuware
• Microsoft Office at an intermediate level.
• Bank Procedures.
• Credit Policies and Procedures.
• National Credit Act NCA.
• Strong administrative skills.
• Financial Intelligent Centre Act FICA policies & procedures.
• Knowledge in Shariah laws and principles
• Knowledge on Banks products and services