Responsible for the day-to-day operations of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficiency of people, processes and technology thereby enhancing financial performance, increasing investment capacity, and managing risk. Builds the sustainable repeatable capabilities that support delivery of the highest standards of service and execution. Analyzes and reviews data tools, business processes and operational standards to execute service delivery. Evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements. Researches and monitors external landscape to identify developments and translate them into operational implications for the company. Essential Functions/Responsibility Statements: Reviews customer account instructions to ensure that proper documentation is attached. Verifies accuracy of transaction details for account transactions, fees, rates, spreads and instruction. Ensures all agreed checks in pre-processing / processing are strictly carried out. Ensures emails and customer requests are responded to completely, comprehensively and immediately. Participates in team meetings and ensures implementation of agreed action points. Researches the unit's Suspense Account entries to determine which entries are unapplied loan payments. Processes loan confirmations for loan transactions and remits confirmation to the customer as required. Supports implementation of key projects. Updates control sheet and reconciles the daily instructions. Ensures timely escalation to Management of any exception noticed related to work and environment. Ensures timely archival of records with service provider and proper maintenance of inventory of archived records. Ensures that new loan instructions have properly executed documentation, signatures and approvals. Ensures account maintenance instructions have properly executed documentation, signatures and approvals.
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