Specialised Lending Assistant

Job Description

Assist in assigned legal projects. Prepare legal documents such as briefs pleadings appeals wills contracts etc

Provide input into the budgeting process and monitor utilisation for the financial year according to the operational plan Produce or review budget reports to make sure they accurately reflect work activity Ensure financial documentation is maintained to support accurate record keeping and future legislative requirements Escalate potentialbudget risks that may lead to increased costs or financial losses Present work proposals on planned activities that will require financial resources Allocate and approves expenditure Collate, analyse and evaluate data and information to forecast expenditure and cash flow trends and make recommendations to improve budget Deliver against operational and cost targets Prioritise resource allocation to minimise and reduce wastage Monitor costs for the financial year according to the operational plan Allocates and approves expenditure Review cost reports and resolves or explains variances to the budget Identify, control and escalate potential risks that may lead to increased costs Manage costs or expenses within approvedbudget to achieve cost efficiencies Collaborate closely with relevant business units and product houses as per strategy to identify revenue opportunities Drive opportunities for revenue growth and cost reduction such as adoption of digital and other self service options across client baseDeliver customer experience excellence aligned to Organisational values and service standards Build professional long-term relationships with customers based on trust that builds the brand Collect and interrogate information and feedback to ensure full understanding of customer needs to deliver a quality service Deliver service that exceeds customer expectations through proactive, innovative and appropriate solution selection and application Provide customers with relevant information to keep them informed of products and service options Ensure full understanding of customer needs to deliver a quality service Ensure customer service solutions are aligned to the business operational plan; Organisational values and service standards Communicate how customer service solution will be implemented and secures buy-in Ensure product knowledge and advice is technically accurate and provide customers with relevant information to keep them informed of products and service options Esnure resolution of customer queries and complaints timeously and ownership of issues Analyse customer feedback to help improve customer service Propose ideas to improve customer service Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in Engage in cross-functional relationships to obtain and to provide work supportEnsure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability Ensure implementation of relevant policies, governance and practice standards across the business Maintain knowledge on relevant legislative amendments, industry best practices and internal compliance procedures and requirements Ensure compliance is adopted in terms of systems and procedures as laid out by organisation and review in response to audit findigns and changes Develops an understanding of risks and risk management approaches Implement and provide input into the development of governance and compliance procedures and processes within area of specialisation and identify risks Educates others and makes suggestions for improvements Networks and participates in specialist risk forums where required Provide input into the development of the busines area tactical strategy in achievement of the overall business trategy Develop and implement an area operational plan in achievement of Business objectives Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities Engage with customers to understand their unique requirements, drive value optimisation and advise best options for product integration and wealth management Manage the growth of active customer account baseAssess own performance against competencies and skills required delivery Identify development needs and select effective solutions to address own development need Prepare a personal development plan with management to implement and review as required Monitor own progress against development plan and measure impact of results Manage team delivery against goals in the area of responsibility Manage performance moderation, disciplinary action, recognition and retention processes in line with HR policies and procedures Participate in Talent Management practices and processes in line with HR policies and procedures Implement employment equity plan targets in all recruitment and employee movement activities Manage performance of employees by clearly defining goals and objectives and providing direction, coaching and regular feedback Ensure skills are transferred in specific functions Ensure conflict resolution and respond to any complaints or concerns Set relevant stretch goals for team and motivate achievement

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

25/06/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.