- Make sure that there is correct CAF income reporting on a monthly basis
- Timely reconciliation and reporting of CAF account balances
- Extract and circulate VAT invoices for customers with CAF facilities, plus, sales & Purchases reporting to Finance and the business as a whole.
- Ensure that the customer has correctly executed agreements and facility letters
- File documents with RCU to get Safe-To-Lend
- Responsible for Debit Negotiation fees from customers Current Accounts
- Raise LPO suppliers of Assets to be financed
- Issue release letters and delivery receipts to customers
- Drawdown CAF loan on CreditEase, extract the payment plan and Schedule to Master Agreement for each contact entered, plus receipt negotiation fees in CreditEase
- Producing and delivering statements
- Follow-up and retrieval of security documents .i.e. logbooks, offer letters etc
- Quickly resolving issues and dealing with complaints
- Forward payments to Finance for issuance of VAT Certificates and Cheques
- Answering queries relating to Asset finance staff & office issues
- Forwarding Customer Balance Reports monthly to RMs
- Achieve operational rigour excellence in all aspects of procedures and processes personally undertaken to ensure green audit.
- Comply with general Barclays operational risk & rigour requirements e.g. Health & Safety standards and security of premises, KYC and anti-money laundering regulations.
- Sign customer contracts on behalf of the bank once the contents have been agreed by all internal parties in accordance with current procedures.
- Collect securities documentation from customers ensuring that the securities meet Barclays standards and any specific requirements depending on the facilities offered to the customer.
- Check all such documentation before submitting to the back office.
- Together with the Relationship management team, conduct annual reviews of existing facilities to check utilisation and the continued health of the portfolio.
- The applicant should have detailed knowledge of the bank’s sales, credit assessment, account opening and other processes.
- At least two years’ experience in a Banking environment.
- A working knowledge and understanding of relevant legislation e.g. KYC, Anti-Money laundering, banking code, service standards, health & safety standards etc.
- A sound knowledge of the bank’s internal departments, systems & procedures.
- Awareness and understanding of Barclays products & services to generate leads.
- Past exposure and experience in presenting technical aspects of banking products in a variety of mediums including formal presentations, proposals, telephonic presentations etc.
- Preferred
- Good working knowledge of the Barclays Corporate Banking structure.
- Prior experience in Barclays core applications is preferred
- Past exposure and experience in data reconciliation
- Essential knowledge on Leasing in Uganda.
- Proven ability in the field of sales and administration
- Excellent communication skills – written, oral and presentation
- Good time management skills
- Good organization skills (especially archiving & Filing)
- Strong planning & organization skills
- Good PC skills
- Good numeric & analytical skills
- Good networking skills
- Proven team working skills
- Fraud prevention skills
- Training/coaching skills
- Excellent listening skills
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