Lending Analyst

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 preferences  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  Minimum Requirements: FSCA Recognised Qualification  Minimum NQF Level 7 Degree  RE5  Important Closing Date Note Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 27/09/26 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.