The Lending Analyst plays a crucial role in supporting the private banking team's lending operations, serving ultra-high-net-worth individuals (UHNWIs) and managing complex lending relationships.
This position requires a detail-oriented professional who can handle confidential financial information while providing exceptional customer service.
Secured Lending Processing
- Review and verify secured lending application documentation for completeness and accuracy
- Collect and organize required financial documents from clients including tax returns, financial statements, and asset verification
- Conduct preliminary assessment of loan applications against bank lending criteria
- Assist in preparation of credit applications with the Lending Specialists
- Track application status and maintain regular communication with clients
Client Service & Communication
- Serve as primary point of contact for lending-related inquiries from clients
- Coordinate with relationship team to understand client needs and preferences
- Provide updates on loan application status to clients and internal stakeholders
- Schedule and prepare documentation for client meetings
- Maintain professional communication with ultra-high-net-worth clients
Documentation & Compliance
- Assist in monitoring existing loan portfolios
- Track loan covenant compliance and payment schedules
- Prepare regular portfolio status reports
- Monitor collateral valuations and margin requirements
- Support annual loan reviews and renewals
Administrative Support
- Schedule and coordinate loan committee meetings
- Prepare presentation materials for loan committee review
- Maintain lending department calendar and deadlines
- Generate standard and custom reports for management
- Assist in special projects related to lending operations
Qualifications & Experience
- FSCA Recognised Qualification
- Minimum NQF Level 7 Degree
- RE5
Minimum of 3 years working in financial services experience in a frontline/similar role
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Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
26/08/26
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.
