Credit Specialist

at  Sanlam

Who are we?
Sanlam Fintech (SFT) is a newly established digital first business within the Sanlam Group on a mission to democratize financial advice and solutions for everyone across the African continent through innovative technology. Our focus is on developing smart, customer-focused solutions using cutting-edge AI and ML technologies.
We exist to pioneer inclusive financial confidence helping people build strong foundations to bridge the gap in generational wealth. Our culture is that of agility and constant deployment, we believe in learning fast, learning cheap and learning forward. Our aim is to provide a work environment where knowledge workers can accelerate the development of their ideas and bring innovation to market; at the same time provide a compelling career and development proposition that will enable them to realize their dreams.

Position Overview

• Assist and support and train SDM branch staff with offering the Sanlam Credit Solution (SCS) VP to clients.
• Provide insights and advice on credit reports of SCS users.
• Guiding clients through their the SCS registration process and explain to clients the self-assisted digital application processes that can be followed from the SCS Dashboard for loans.
• Meet sales targets for SCS user registrations and Sanlam Personal Loans
• Conduct local marketing initiatives and conduct presentations with local employers to drive new sales.

KNOWLEDGE AND SKILLS

Processing transactions and conduct simple calculations
Record keeping, filing and maintenance of databases
Maintain work standards and quality verification
Collating information for reporting
Customer Service

WHAT WILL YOU DO?

Key Responsibilities:
Providing support and recommendations to meet clients’ financial needs.

Loan application assistance:

• Guide and support clients through the digital self-assisted loan application process, ensuring all necessary documentation is completed accurately and efficiently.

WHAT WILL MAKE YOU SUCCESSFUL IN THIS ROLE?

• This role requires strong interpersonal skills, a deep understanding of credit products and the ability to meet and exceed sales goals.
• Communication and Influence: Strong communication skills, capable of influencing others and effectively conveying technical visions.
• Continuous Learning: A commitment to ongoing personal and professional development, staying abreast of new credit methodologies.