Client Services Representative

JN Small Business Loans Limited seeks to recruit a Client Services Representative for our Christiana  location – Region 4. The incumbent is responsible for providing administrative support within the region.

Job Category: Clerical

Contract – Permanent

KEY RESPONSIBILITIES

· Make and receive telephone calls and handle within established standards

· Inform clients and prospective clients of products and services

· Conduct review of clients’ files and upload relevant documentation to the system in keeping with KYC standards and checklist for loan approval

· Upload signed contracts and assist with completing the pre-disbursement complete checkbox

· Conduct periodic audits of customer files for completeness

· Ensure that a proper filing system is maintained for all correspondence

· Distribute, monitor and control the use of all stationary and office supplies

· Receive all mails/packages and log them in the mail book upon receipt; coordinate the delivery to recipients

· Deposit all stamp duty fees and all other charges to the identified JNSBL Account

· Take minutes of regional staff meetings

· Prepare a list of new clients and submit to the Credit Manager for preparation of swipe cards

· Monitor and maintain a log of the client files requested by the CROs

Requirements

REQUIRED QUALIFICATIONS & EXPERIENCE

§ First Degree in Business Administration or other relevant fields

§ A minimum of one (1) year experience in a fast-paced administrative/sales environment within a financial institution

PERSONAL ATTRIBUTES

§ Customer service oriented

§ Highly flexible and organized

§ Excellent communication skills

§ Ability to thrive in a dynamic team environment

§ High level of proficiency in use of computer systems, particularly MS Office suite: Outlook, Word & Excel