About this role
• Approvals from WRM, declines & amendments • Timely completion of NTB CPs as and when assigned • Timely completion of renewals (T-30 days) • Initiating renewal information request 60 days prior to expiry date and ensuring information is obtained before 30 days or escalated to next level. • MRS to be updated immediately on receipt of audited financials or triggering of any DRI event • CP quality – Manager & CRM Feedback
• Ensure all client queries and transactions referred are handled promptly and efficiently. • Active portfolio management and analytics • CP expiry report (No expiry beyond 30 days, no expired CPs without extension / justifications) • Monitoring of Overdue / Excesses, Account irregularity reports • MER expiry (No Primary & Secondary beyond 30 days) • Covenants (No o/s covenants beyond 60 days) • CBRB / Cheque returns (Review & Action taken) • Management of Early Alert Process • Any exceptions to be timely escalated/highlighted to all relevant stakeholders.
• Timely completion of quarterly RCSA report through coverage of 100% of identified risks. • No adverse audit comments for the area of operation • Transaction monitoring (Review as per process of DTR and other monitoring mechanism) • Ensure all EDD/compliance queries are actioned promptly and in line with bank’s policy • Recommend process improvement • Register, Track and resolve complaints • Timely completion of special tasks/projects assigned by the unit from time-to-time basis • Migrating all customers to online channels (active users) • Cross sell of various products • Feedback from line manager / Customer/CRM • Shadowing the KPI achievement of tagged RMs