Client Administration Officer

The Client Administration Officer provides high level administration support for client applications whilst providing a professional and proactive service. The role is instrumental in maintaining the strategic and operational vision of the business and serves as a first point of contact.

STATEMENT OF RESPONSIBILITIES

CUSTOMER SERVICE

  • Serve as point of contact for clients in the office and engage with clients
  • Communicate effectively in the delivery of all Olleh’s services and products
  • Liaise with clients during the application process
  • Book client appointments
  • Set up client files
  • Have clientele complete online reviews of the business
  • Completing 6 monthly and annual loan reviews with existing clients

CLIENT MAINTENANCE

  • Provide assessment to application and supporting documentation
  • Respond to application exceptions
  • Communicate effectively during all stages of the application process

ADMINISTRATIVE SUPPORT

  • Demonstrate high level data entry
  • Complete data cleansing and archiving processes
  • Respond to preliminary emails and customer queries
  • Ensure customer files are ready and up to date
  • Answer incoming calls and make all necessary outbound calls as directed
  • Process any consumer lending applications
  • Make recommendations for procedural changes to increase efficiency
  • Other duties as assigned
  • Maintain pipeline report and notify management of status as needed
  • Process the documents received for each request, verifying the accuracy and completeness of each
    document

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED

  • Ability to provide excellent customer service in person and on the phone
  • Ability to handle multiple tasks and frequent interruptions
  • Ability to handle stressful situations with calmness and courtesy
  • Ability to communicate effectively, both orally and in writing
  • Excellent records and file management skills
  • Knowledge and experience using MS Word, Excel, Outlook

WORKING STANDARDS

  • Positively and proactively engage with the team and all other stakeholders of Olleh
  • Maintain the vision and values as set out in Olleh Statement of Core Values
  • Work appropriately in the office space and when representing Olleh

Client Applications Officer

The role of the Client Applications Officer is to process all client applications including providing a professional and proactive service to all potential and existing clients.

The role provides a high-level client engagement and relational process in the client management process.

This role is instrumental in maintaining the strategic and operational vision of the business and focuses on the growth and positioning of Olleh’s services and products.

Organisational Manager

The role of the Organisational Manager is crucial to ensuring the day-to-day business functions and overall business goals are met. The Organisational Mangers role is to primarily delegate workloads throughout the office and to also provide support/ aid to other employees when necessary.

The Organisational Manager is a key member at Olleh and overlooks the productivity, quality and standards of the work being produced. As well as being focused on the team the Organisational Manager also provides strong customer service skills.

Credit Analyst

The Credit Analyst works on behalf of the client and lender by verifying all applications to facilitate the origination of lending facilities, whilst providing a professional and proactive service.