Portfolio Officer - Osogbo at Max.ng

Description

• Monitor and manage assigned customer portfolios to ensure optimal performance and alignment with company strategies.
• Conduct regular portfolio reviews and re balancing to meet customer’s' changing financial goals and market conditions.
• Collaborate with Data, Collections, Call center, Retrieval and Growth teams on a daily basis
• Utilize data sets to perform analytics and propose solutions
• Prepare and present detailed portfolio performance reports to managers. 
• Build and maintain strong relationships with customers by providing personalized service and addressing their financial needs and concerns.
• Respond to customers inquiries and requests promptly and accurately.
• Educate customers on their financial obligations to enhance their understanding and confidence.
• Conduct thorough risk assessments for our portfolios, identifying potential risks and recommending appropriate mitigation strategies.
• Coordinate with other departments to ensure seamless portfolio management and customer service.
• Maintain accurate and up-to-date records and documentation for customer’s credit-related escalations. 
• Assist in the on boarding sessions for new customers to handle portfolio-related sessions. 
• Contribute to the development and improvement of portfolio management processes and tools.
• Coordinate with other departments to ensure seamless portfolio management and customer service.
• Maintain accurate and up-to-date records and documentation for customer’s credit related escalations. 
• Assist in the on boarding sessions for new customers to handle portfolio-related sessions. 
• Contribute to the development and improvement of portfolio management processes and tools.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 3 years experience in credit and portfolio risk management at a bank, lending, or fin-Tech institution
• Relevant professional certification AAT, ACA, CIMA
• Strong quantitative and analytical skills with attention to detail.
• Proficiency in financial software and Microsoft Office Suite.
• Ability to work independently and as part of a team.
• Able to source data/ perform periodic computations
• Strong interpersonal and communication skills with a proven ability to effectively interact with and influence people at all levels
• High sense of responsibility, accountability and dependability
• High integrity and ethical standards