Job Description

• 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