Sales Administration Assistant - Gauteng

CORE PURPOSE OF THE JOB

To provide support to the Corporate & SME Office in terms of administration tasks including office maintenance to ensure efficiency within the Department.

Post Approval Functions 

• Review of Decision Pack and actioning of Credit Committee Decisions
• Requesting via the TASL (Technical Advance Support Log) of the relevant Facility Letters and Legal Documentation
• Finalisation of all necessary requirements prior to payout Musharaka Deals:
• Request musharaka agreements
• Bond instruction: Prepare bond instruction template and upload to TASL
• Complete Letter Of Authority for equity deals
• Prepare payment pack for equity deals and forward on to Supervisor for sign off MV Drawdowns:
• Liaise with client / dealers wrt financing requirements
• Prepare / Extract Podiums and issue to dealers
• Request MV agreements
• Prepare payment pack and forward on to Supervisor for sign off Equipment Drawdowns:
• Liaise with client / suppliers wrt financing requirements
• Provide suppliers with invoicing requirements
• Request Equipment agreements (Normal and Non Finalised Deals)
• Prepare payment pack and forward on to Supervisor for sign off Non Finalised Deal’s
• Assist Supervisor with finalisation of deals, as and when necessary Valuations
• Request Valuations on SharePoint
• Create Valuator payment packsFees
• Ensure valuation fee invoices are sent off and fees recovered from client
• Ensure Admin fee invoices are verified and requested from TASL and thereafter sent to client for recovery
• Prepare Fee journals, as and when requiredSettlements
• Ensure Settlement maturities have been logged
• Ensure Proof Of Payment submitted to Bank Statement Allocations for correct allocation Logbook Requests
• Ensure Log for release of logbooks is done timeously via the Post Advances Log
• Ensure proxy packs and duplicate logbook requests are completed when necessary FICA
• Request additional Financial Intelligence Centre Act (FICA) info from clients
• Review and compile necessary FICA related documents
• Upload FICA onto to TASL and request FICA approval
• Attend to refer-backs/queries timeously
• Attend to Ongoing Due Diligence, as and when necessary Enhanced Due Diligence
• Ensure EDD is submitted timeously for Approval General
• Attend to TASL / Credit Administration Hub / CNV / COB and Legal queries
• Liaise with Legal wrt Trust Deed Reviews
• Monitor and attend to Queries from Trade Group Annexure A’s
• Prepare Pack and checklist and upload to SharePoint Communication to clients
• Preparation of Cross Border Letters Shariah and Legal Queries
• Attend to necessary Logs, as and when required Email Monitoring
• Monitor of Department email address and respond to relevant queries timeouslyDespatch of Legal files Customer Relations & Back Office Functions
• Assists the Corporate & SME / Relationship managers with back- office administrative and operational management of the  clients
• Attend to administrative queries for clients
• Assist clients in the absence of the Corporate & SME / Relationship managers.
• Liaises with clients in respect of administrative / operational queries and other related information requirements.  Back Office Support

   
• Assists the Corporate & SME Admin Supervisor in general administrative tasks daily

• Assisting on an ad-hoc basis on any department/ Bank projects

Knowledge: 

• iMAL system.

   

• Enterprice

   
• Docuware

   

• Microsoft Office at an intermediate level.

   
• Bank Procedures.

   

• Credit Policies and Procedures.

   
• National Credit Act (NCA).

   

• Strong administrative skills.

   
• Financial Intelligent Centre Act (FICA) policies & procedures.

   

• Knowledge in Shariah laws and principlesQualifications:

  ·        Matric

  ·        Relevant Diploma/Degree will be an advantage

  ·        Computer skills

   

   

  Experience:
  

  ·        At least 1 years’ experience within a Financial Services institution

   

  ·        General banking experience would be an advantage