Job Description

The Lending Analyst plays a crucial role in supporting the private banking team's lending operations, serving ultra-high-net-worth individuals (UHNWIs) and managing complex lending relationships. This position requires a detail-oriented professional who can handle confidential financial information while providing exceptional customer service.

Secured Lending Processing 

Review and verify secured lending application documentation for completeness and accuracy 

Collect and organize required financial documents from clients including tax returns, financial statements, and asset verification 

Conduct preliminary assessment of loan applications against bank lending criteria 

Assist in preparation of credit applications with the Lending Specialists 

Track application status and maintain regular communication with clients 

 

Client Service & Communication 

Serve as primary point of contact for lending-related inquiries from clients 

Coordinate with relationship team to understand client needs and references 

Provide updates on loan application status to clients and internal stakeholders 

Schedule and prepare documentation for client meetings 

Maintain professional communication with ultra-high-net-worth clients 

 

Documentation & Compliance 

Assist in monitoring existing loan portfolios 

Track loan covenant compliance and payment schedules 

Prepare regular portfolio status reports 

Monitor collateral valuations and margin requirements 

Support annual loan reviews and renewals 

 

Administrative Support 

Schedule and coordinate loan committee meetings 

Prepare presentation materials for loan committee review 

Maintain lending department calendar and deadlines 

Generate standard and custom reports for management 

Assist in special projects related to lending operations 

You will be an ideal candidate if you:

FSCA Recognised Qualification, minimum NQF Level 7 Degree 

RE5 

Minimum of 3 years working in financial services experience in a frontline/similar role 

Effective communication 

Attention to Detail 

Team Collaboration 

Problem-Solving 

Analytical and quantitative skills 

Lending Regulations & Compliance 

Time Management 

Client Relationship Management 

Credit Analysis 

Written and Verbal communication skills 

Additional Requirements                        

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

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Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

04/10/25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.