Ensure all credited and debited transactions are well posted into the correct accounts and client accounts has zero negative standings.
Create a user-friendly database system for customers but online and offline.
Verify documentation on file to ensure accuracy, create new client files using an in-house database system and ensure clients service charges are calculated and charged appropriately.
Compute payment schedules.
Work with clients to identify their financial goals and to find ways to reach their goals.
Perform daily reconciliation of work items received and processed.
Ensure customers complains are resolved swiftly and secure end-to-end internal customer experience management.
Revert to the team on issues identified by clients that needs to be escalated.
Satisfactory response on requests is provided to requestors.