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Job Description
Introduction
We are looking for a well-organised Credit Department Assistant to support the head of credit and credit manager in all support and administrative tasks.
The credit department assesses each prospective deal, verifies the supporting documents and financials, and prepares the investmentproposals for the credit committee's decision.
Salary:
• Market-related, based on experience and competency.
• Between R18 000 and R25 000.00 gross per month.
Duties & Responsibilities
Tasks:
Supporting the credit team
• Assist the analysts and directors as they work through a deal — pulling requested documents, preparing files andtemplates, and taking routine admin off their desks.
• Maintain deal trackers and folder structures across the pipeline so the directors always know which stage each deal is in, and flag to the sales team when something needed for the analysis is still missing.
• Deal tracking as deals move between pipeline stages, keeping naming and filing consistent and easy to navigate.
• Coordinate the scheduling and paperwork of the credit committee — collating proposals, circulating packs, and keeping records of what was reviewed.
• Provide general administrative support to the two directors, including light diary, email and meeting coordination
Financial data support:
• Capture and enter financial data into spreadsheets and scoring templates accurately — bank statement lines, debtor/creditor ageing, invoice and purchase order details.
• Perform basic reconciliations and checks
Desired Experience & Qualification
Core Competencies:
Essential
• Matric with a post-matric qualification.
• Minimum of three years of office, administrative or bookkeeping experience — ideally in a finance, accounting,lending or legal environment.
• Comfortable with numbers and confident working in Excel (formulas, sorting, simple checks and reconciliations).
• Strong organisational skills and attention to detail.
• Clear written and verbal communication in English, and a professional, discreet manner with confidential clientinformation.
• Own transportation
Advantageous
• Commercial contracts experience.
• Proficient with artificial intelligence tools.
• Exposure to credit, lending, debtor finance, invoice discounting or asset-based finance.
• Experience with property transfers and other related matters.
• Familiarity with SharePoint / Microsoft 365 and document-management discipline.
• Understanding of financial statements, management accounts and bank statements.
• Basic bookkeeping experience.
• Awareness of FICA / KYC requirements
Please use the below link to apply directly on our system;
https://recruitcrm.io/apply/17893720683770044510KPi
Package & Remuneration
• Market-related, based on experience and competency.
• Between R18 000 and R25 000.00 gross per month.
Required Skills
Exceladministrativebookkeepingfinancial data entryreconciliationorganisational skillscommunicationconfidentialitytransportationcommercial contractsartificial intelligencecreditlendingdebtor financeinvoice discountingasset-based financeproperty transfersSharePointMicrosoft 365financial statementsmanagement accountsbank statementsbasic bookkeepingFICA