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| JOB TITLE | Advances Clerk |
| SCOPE AND GENERAL PURPOSE | Responsible for the neat, tidy and prompt finalization of the advances administration |
| RESPONSIBLE TO | Credit Advisor |
| RESPONSIBLE FOR | None |
| MAIN DUTIES | |
| Tasks: Typing of documents and the gathering of necessary information required to complete the task as well as information for "domicile branch"/ division Typing of all incoming and outgoing advances correspondence All balance sheet information captured on CMS Deeds Office investigations captured on CMS Deeds Office investigations returned are captured on CMS Capture of all arrangements/limits on CMS Filing of all balance sheets Daily filing of all correspondence and documents Drawing of the referrals Typing all letters required off the referrals listing All letters and forms to be captured on Algo Assist at the enquiry counter when required Finalize all credit card applications Action all card applications amendments and / or enquiries and to pass onto the staff member concerned for checking Filing of card applications and reports Capture all interest rates on CMS Action all reports and telexes Forward files transferred to the new branch Work through management listings and forward for initialing Handle any telephonic codes Typing of expired overdraft letters/listing and follow up Finalization of advances applications, cheque referrals, assignments and incoming post Act as relief teller when necessary Action departments old records Do reconciliations for department Control stamp box Letters of undertaking and guarantees
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