Fulfilment and Retention Officer
Core
Oversee the settlement process for merchants on the Tiimely Platform, ensuring smooth and timely settlements while maximizing customer retention by nurturing relationships and solving challenges within the settlement funnel.
Role type
Senior operational officer (financial settlements and retention)
Builds
Settlements for home loan applications and vendor/customer retention within the Tiimely Platform
Domain
Fintech / Financial Services / Home Lending
Required skills
Financial operations experience, Settlement process knowledge, Regulatory compliance understanding, Microsoft Office proficiency, PEXA experience, Problem-solving, Process optimization
Preferred skills
Fintech or banking background, Autonomous work capability, Fast-paced environment adaptability
Responsibilities
Nurture approved home loan applications to maximize settlement conversion, Engage with customers dropping out of the settlement funnel to convert and retain them, Monitor and ensure settlements are processed accurately and on time, Work closely with vendors and Credit Assessors to provide a seamless experience, Proactively find solutions to meet settlement requirements and deadlines, Contribute to initiatives that enhance accuracy, speed, and efficiency in settlement processes