Lending Analyst at FNB South Africa

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

Qualifications & Experience

• FSCA Recognised Qualification
• Minimum NQF Level 7 Degree
• RE5
• Minimum of 3 years working in financial services experience in a frontline/similar role

End Date: August 26, 2026