Job Description

overview

Our client in the financial sector is seeking to recruit skilled Team Leader Relationship Officer who will be responsible for generating new lending business, managing customer relationships, promoting the company's loan products, and ensuring a high level of customer satisfaction throughout the loan lifecycle. The ideal candidate will actively source new clients, identify business opportunities, assist customers with loan applications, and maintain strong relationships with policyholders, corporate clients, intermediaries, and business partners.

Responsibilities:

Promote and market the Company's loan products, identify new business opportunities, generate leads, and contribute to the growth of the loan portfolio in line with individual and departmental targets;
Build and maintain strong relationships with policyholders, corporate clients, SMEs, brokers, agents, and business partners through networking, referrals, customer visits, promotional campaigns, and engagement activities;
Serve as the primary point of contact for loan customers, providing professional advice on financing solutions, addressing queries and complaints, and supporting customer satisfaction and retention;
Assist customers throughout the loan origination process, including completion of applications, collection and verification of supporting documentation, preliminary assessment of financing requirements, and follow-up of pending applications;
Liaise closely with the Credit Department and other relevant stakeholders to facilitate the timely processing, assessment, and approval of loan applications, while keeping customers informed of progress;
Manage and monitor the assigned customer portfolio, maintain regular contact with borrowers, identify early warning signs of repayment difficulties, and support collection efforts on overdue accounts where required;
Maintain accurate and up-to-date customer records, including customer information, interactions, applications, and related documentation;
Ensure compliance with Company policies, lending guidelines, regulatory requirements, AML and KYC requirements, data protection standards, and customer due diligence procedures;
Prepare weekly and monthly business development reports, maintain accurate sales activity records, and provide updates on business pipelines and opportunities.