Relationship Analyst
Core
Conduct in-depth credit analysis to evaluate lending risks and support client relationship strategy.
Role type
Relationship Analyst (Credit Analysis)
Builds
Credit proposals and risk assessments for lending decisions
Domain
Banking / Financial Advisory
Required skills
Credit analysis, risk assessment, financial management, customer complaint resolution, portfolio management, sales conversion, regulatory compliance, data management
Preferred skills
Advisory industry knowledge, financial qualification (NQF 6), experience in financial advisory support
Technologies
Credit policy frameworks, Balanced Scorecard metrics, facility document management systems
Responsibilities
Analyze credit data to estimate risk, manage active customer account base growth, convert leads into sales, prepare credit proposals, resolve customer complaints, ensure compliance with legislative requirements, monitor facility document renewal status
Seniority
Mid-level, hands-on IC