Business Funding Administrator

SUMMARY:
Front Desk is responsible for managing client interactions at the front desk and providing administrative support for new loan applications. This includes handling initial client calls, managing documentation, and ensuring smooth coordination with analysts and the operations team to uphold service standards and meet company timelines

POSITION INFO:

Key Responsibilities:

1. Administrative Support for Operations

• Oversee the client support inbox, ensuring timely responses and updates.
• Process documentation submitted by clients prior to initial contact.

2. Client Interaction Management

• Manage incoming client calls and redirect as needed.
• Conduct initial and follow-up calls to clients applying for business funding.

3. Loan Application Support

• Verify application completeness and prepare required information, including business bank statement conversion.
• Follow up on outstanding documents (e.g., bank statements) needed for application processing.

4. Ad-hoc Duties

• Provide product, pricing, and loan term explanations.
• Guide clients on obtaining bank statements in the correct format.
• Organize client documents, create folders, and save bank statements.
• Perform additional administrative tasks as necessary.

Role Requirements:

Qualifications:

• NQF Level 4: Matric

Experience:

• Minimum 3+ years in an administrative role.

Technical Skills:

• Proficient in Microsoft Office applications.
• Strong oral and written communication skills.
• Critical thinking and problem-solving abilities.
• Excellent time management and multitasking skills.
• Solid understanding of loan origination processes and client systems.

Behavioral Skills:

• Goal-oriented with strong personal work goals.
• Adaptable to change and responsive to client needs.
• Follows instructions with attention to detail.
• Collaborative team player with excellent interpersonal skills.
• Demonstrates high emotional intelligence and empathy.

Stakeholders:

Internal: Operations Team (Front Desk, Business Analysts)
External: Prospective and existing clients

Leadership Level: Leader of Self