Loan Specialist
3 weeks ago
Job Title: Loan Specialist
Job Summary:
The Loan Specialist will play a crucial role in helping the organisation achieve its objectives by ensuring the effective management of loan operations. This includes performing KYC checks, credit reviews, and onboarding new clients, as well as maintaining documentation and procedural manuals in compliance with regulatory requirements.
Key Responsibilities:
- Conduct thorough KYC checks and credit reviews to ensure the integrity of loan transactions.
- Assist in the onboarding of new clients, including loan disbursement and payment processing.
- Maintain accurate and up-to-date documentation and procedural manuals to ensure compliance with regulatory requirements.
- Collaborate with the Department Head to champion business initiatives and projects aimed at growing the company's lending business.
- Prepare and submit monthly business and marketing reports to stakeholders.
- Ensure adherence to regulatory requirements, including the Securities and Futures Act and the Moneylenders Act.
About Us:
Phillip Securities is a leading financial services company dedicated to providing exceptional service and expertise to our clients. We are committed to fostering a culture of excellence and innovation, and we are seeking talented individuals to join our team.
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