SA
SanlamPortfolio Operations
Portfolio Operations role at Sanlam crafting investment portfolios and overseeing client interactions. Managing trades and corporate actions while ensuring client satisfaction in energy - driven environment.
About the role
- Provides vision and leadership in developing, implementing and maintaining credit management operations procedures and processes
- Acts as liaison between credit management and other business lines to address issues affecting underwriting
- Focuses future, foresees gaps, trends and uses influence to ensure direction across the Region
- Assists in leading projects impacting regional network working with Regional Commercial Credit Management
- Challenges status quo and drives change by being a change agent
- Communicates with regional leadership to ensure visibility and timely handling of issues
- Ensures the overall portfolio is comprehensively monitored and controlled consistently adhering to approved guidelines
- Completes periodic reviews of operational excellence and consistent practices
- May assist credit management managers in coaching and mentoring credit analyst trainees
Requirements
- Undergraduate degree in Accounting or Finance or equivalent experience
- Minimum 5 years experience in related field
- Strong credit underwriting and administration background
- Demonstrated ability to influence others' actions and decisions
- Strong written and verbal communication skills
- Demonstrated process knowledge and improvement practice
- Strong organizational skills with demonstrated ability to complete actions timely
- Project management knowledgeable preferred
- Demonstrated comprehensive knowledge of credit policies and procedures
- PC experience including Microsoft Office Suite and Company applications as necessary
- Travel within the Metro region is required
Benefits
- Base salary and variable compensation/incentive awards
- Health and well-being benefits
- Savings and retirement programs
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development opportunities
- Reward and recognition
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