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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 reconciliation’s for department

Control stamp box

Letters of undertaking and guarantees

· Withdrawal and payment of letters of undertaking and guarantees

· Recover commission

· Balancing at month end

· Filing of documentation

· Actioning of incoming postal items

· Diary cards in respect of commission

· Capturing on KTB system

 

 

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