Client Service Officer at Winock Solar Limited

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.