Prepare detailed company analysis and credit proposals
Conducting financial reviews on corporate entities requires in-depth understanding of the business
Prepare Spreadsheets for new corporate clients and conduct financial analysis including ratio analysis, which form an integral part of credit proposals
Together with the RM, participate in any discussions with corporate clients to finalise the preparation of credit proposals and credit reviews
Responsible for liaising with Paris on various credit files until these files are presented to various credit committees at Head Office Level
Coordinate with RMs and Credit Control and Risk to make sure original documents relating to a Credit Committees are completed and transferred to CC & R for safe keeping
Prepare Notification Tickets when necessary
Assist the RM with finalising the legal documentation and account opening documentation for new relationships
Keep track record of annual reviews dues for on-going relationships. Make sure files are ready for presentation on their (Dues Dates)
Assist RMs in preparing information Packages on Prospects