1.1 Acceptance, transfer and handling over of security documents
- Ensure that the required documents regarding contracts, cessions, pledges and other supportive documentation in respect of:
    Acceptance of securities
    Follow up of securities/ audit exceptions and CCD deviations
    Transfer of securities
    Handling over of securities
    Opening of new security files and
    Ensure it is finalized correctly and on time in accordance with the prescribed procedures
    Request Santam Quotations
    Request POA from attorneys
    Ensure that all documents are properly completed and signed when securities are accepted.

1.2 Capturing of Securities
    Ensure that all security related documentation is captured on the system, noted on the security envelope and files within an acceptable period of time

1.3 Follow up / aftercare
    Ensure that timeous and effective follow-up / after care actions as listed below are carried out in respect of securities.
 - Follow-up of missing or faulty securities
-  Updating of security values and property revaluation on the computer system.

1.4 Safe Custody of securities
    Ensure that prescribed procedures are followed for the acceptance, recording and issuing and cost recovery in respect of safe custody items

1.5 Checking and control of deeds and supportive documents
    Ensure that title deeds, mortgage bonds, short term insurance, life assurance, bank guarantees and supportive documentation are legally and correctly finalized.

1.6 Cost recovery
    Ensure that costs and the value of stamps are recovered according to prescriptions.

 

2. Customer focus
2.1 Customer Service
•    Ensure that clients are handled in a professional manner with accurate information, including details about the branch’s products and services

 

3.    Sales Focus
3.1  Marketing
•    Responsible to identify cross selling opportunities and refer such opportunities and leads to the correct person, branch or department involved

 

4. General
4.1 Other duties
•    Must be prepared / willing to do any other reasonable and lawful instruction / task and it should normally be carried out on time and correct

 

CORE COMPETENCIES:
•    Committed
•    Energetic and willing
•    Positive attitude towards system and system changes
•    Time management
•    Loyalty
•    Communication both written and orally in English
•    Teamwork    
•    Reliability
•    Planning and organizing skills
•    Integrity

 

QUALIFICATION
•    Matric (Grade 12)