Client Portfolio Analyst
Core
Support the Client Portfolio Executive in managing and administering a client portfolio by overseeing credit facility approvals, ensuring quality, risk management, and compliance.
Role type
Client Portfolio Analyst
Builds
Sustainable client relationships and compliant credit facilities (via careerplan.io/jobs/R54095-1-client-portfolio-analyst-at-firstrand)
Domain
Commercial Banking
Required skills
Credit application processing, client education, process turnaround monitoring, stakeholder management, legislative compliance, business intelligence analysis, documentation development, performance improvement analysis
Preferred skills
Sales exposure, high-level customer query resolution
Responsibilities
Oversee approval processes for clients' credit facilities, monitor process turnaround times and quality standards, cultivate working relationships with stakeholders, maintain knowledge of legislative amendments and internal compliance procedures, develop documentation including templates and guidelines, analyze business performance to identify reengineering initiatives, provide business intelligence for decision making
Seniority
Mid-level, hands-on IC