Consultant
Updated: March 15, 2024 01:30 AM GMT
Atlas Finance
KokstadPurpose of the role
To assist clients to apply for credit, ensuring that the application is not reckless and in turn collect instalments through correct debit order loading processes and maintenance of his or her individual ledgers/Books.
• Accountable for achieving individual budgets on sales and collections as set out and agreed to by the Branch Manager
• Accountable for your individual application and contract scanning in accordance with the company policies and procedures
• Responsible for creating loan applications on the Loans Management System (LMS) per company policies and procedures and ensuring that application is not reckless as this could lead to disciplinary procedure to be followed against you and is a criminal offence
Issue loans
Loan processing:
Process loans per company policy and SOP’s:
• Obtain required documentation from client
• Apply scorecard
• Complete affordability study
• Maximise or upsell the loan to affordability
• Obtain authority and Nu Card from... More Detail
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