Client Service Officer HND / BA / BSc Job

Responsibilities
The Client Service Officer primary duties include:

Scan and upload customer documents submitted by portfolio managers unto the CRM as a single PDF file
Carry out credit checks in line with the credit policy
Prepares loan documents and offer letters as appropriate
Assemble and/or amend loan documents
Resolve discrepancies in loan documentation
Ensures that loan files contain documents with proper signature, dates and other relevant data and documents
Assembles and verifies accuracy of loan documentation.
Answers telephone inquiries and written inquiries concerning loan processing and information.
Creates customer accounts on CRM after approval of customer loan requests
Creates and ensures that accurate account numbers are communicated to customers for repayments
Creates loan repayment schedules and ensures that same is understood and signed by customers
Ensure compliance of credit policies and procedures of Winock and ensure proper loan documentation
Responsible for the entering of accurate figures forrequests and loan disbursal requests.
Collection of loan related fees and commissions for all loans
Management of Loan Files after loan disbursement
To perform any other duty as assigned in line with the organization goals and objectives.

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