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Portfolio Officer at Max Drive

Posted on Tue 27th Aug, 2024 - hotnigerianjobs.com --- (0 comments)


Max Drive - We are a team of passionate people and a leading technology-enabled company driven by a vision to solve the mobility challenges in Africa. We want to get people and goods to their destinations hitch-free. It is personal for us because we understand the frustration of epileptic transportation. We are making mobility safe, affordable, accessible, and sustainable through the deployment of high-performance technologies and operators.

We are recruiting to fill the position below:

Job Title: Portfolio Officer

Location:
 Osogbo, Osun
Employment Type:  Full-time

Responsibilities

  • Monitor and manage assigned customer portfolios to ensure optimal performance and alignment with company strategies.
  • Conduct regular portfolio reviews and re balancing to meet customer’s' changing financial goals and market conditions.
  • Collaborate with Data, Collections, Call center, Retrieval and Growth teams on a daily basis
  • Utilize data sets to perform analytics and propose solutions
  • Prepare and present detailed portfolio performance reports to managers. 
  • Build and maintain strong relationships with customers by providing personalized service and addressing their financial needs and concerns.
  • Respond to customers inquiries and requests promptly and accurately.
  • Educate customers on their financial obligations to enhance their understanding and confidence.
  • Conduct thorough risk assessments for our portfolios, identifying potential risks and recommending appropriate mitigation strategies.
  • Coordinate with other departments to ensure seamless portfolio management and customer service.
  • Maintain accurate and up-to-date records and documentation for customer’s credit-related escalations. 
  • Assist in the on boarding sessions for new customers to handle portfolio-related sessions. 
  • Contribute to the development and improvement of portfolio management processes and tools.
  • Coordinate with other departments to ensure seamless portfolio management and customer service.
  • Maintain accurate and up-to-date records and documentation for customer’s credit related escalations. 
  • Assist in the on boarding sessions for new customers to handle portfolio-related sessions. 
  • Contribute to the development and improvement of portfolio management processes and tools.

Requirements

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • 3 years experience in credit and portfolio risk management at a bank, lending, or fin-Tech institution
  • Relevant professional certification AAT, ACA, CIMA
  • Strong quantitative and analytical skills with attention to detail.
  • Proficiency in financial software and Microsoft Office Suite.
  • Ability to work independently and as part of a team.
  • Able to source data/ perform periodic computations
  • Strong interpersonal and communication skills with a proven ability to effectively interact with and influence people at all levels
  • High sense of responsibility, accountability and dependability
  • High integrity and ethical standards.

Application Closing Date
Not Specified.

How to Apply
Interested and qualified candidates should:
Click here to apply online


  

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