About The 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