Role Purpose:

To define, design, document, and execute lending processes within the lending underwriting and credit life insurance areas. The aim is to promote processes that provide sufficient data for analytical purposes. whilst also driving a client centric experience. Maintenance of the team’s version control will also be required. The job will also require a fair degree of automation and monitoring to ensure efficient delivery of required insights.

Overview:

1.Process Automation, Conceptualize, build and implement Valuation Framework

Minimize human error and dependence by automating the impairments and reporting processes.

Leverage the data and programming skills within the team to assist the greater Finance department to automate other processes within the area.

Drive a culture of automation and data driven processes.

Ensure processes and data integrity adhere to BCBS and RADARR best practices.

Valuations framework for New and Existing Business.

Portfolio impact of new business.

Utilize Power BI and various other platforms to drive real time data reporting frameworks across the business, to empower stakeholders to understand impacts of operational performance.

2. Auditing Process Support

Actuarial External Audit

External Financial Audit

Internal Audit

3. RADARR

Develop automated controls to check the quality of the data.

Automated reports to report data.

Provide required sign offs to required parties timeously.

4. Version Control

Ensure development of version control and governance framework.

Ensure all document, data, code, etc. are version control stamped away and backed up.

Engage with stakeholders to ensure compliance of version control.

5. Reporting, Attending and Presenting at Various Committees 

Formulate and document findings/results in a timely, accurate and professional manner.

Formally present finding if and when needed.

Submit monthly constitution to the credit pack.

6. Customer

Create and maintain productive relationships with internal and external clients by providing advice and assistance.

Create understanding of the ‘real’ versus ‘perceived’ need through experience and expertise while complying with company policies legislation and regualators.

Keep the client informed about progress through written communication, telephone communication and/or face-to-face meetings.

Build a positive image by exceeding client expectations at all times.

Treat internal and external clients fairly at all times.

7.Data and Processes

Ensure a complete understanding of data flows.

Ensure understanding of data linage.

Ensure data accuracy and compliance with best practice.

Minimum Education

• Hons Quantitative/ IT Degree

Minimum Experience

• 5 years’ experience in process modelling in the financial sector, with a strong financial background.

Email CV: info@isigidi.co.za