I&M Bank is a wholly owned subsidiary of I&M Holdings Limited, a publicly quoted company at the Nairobi Securities Exchange (NSE). The bank possesses a rich heritage in banking.

Responsibilities or duties

• Facilitate/drive conversion of the post approval mortgage pipeline, by following up on outstanding loan conditions and follow up on matters pending at conveyancing.
• Oversee and convert the post-approval mortgage pipeline by following up on outstanding loan conditions and conveyancing matters.
• Ensure accuracy and completeness of mortgage cases post-approval to deliver a seamless customer experience.
• Actively engage with customers to expedite fulfillment and maintain high satisfaction levels.
• Serve as a key liaison between clients and internal teams, ensuring transparency and timely updates.
• Manage mortgage pipeline post approval to increase quality business through effective customer engagement.
• Delivering world class customer service practices and ensure adherence to I&M Bank Service standards.
• Support branch staff and sales teams to accelerate disbursement processes.
• Ensure accuracy and completeness of pre-conveyancing mortgage conditions in support of good TAT and customer experience prior to mortgage disbursements.
• Serve as a key contact person between the product and post mortgage approval stakeholders including internal legal and valuation functions, credit administration etc.
• Delivering world class customer service practices and ensure adherence to I&M Bank Service standards.
• Provide ongoing product knowledge and support to Relationship Managers and clients.
• Monitor account activity, facility payments, and covenant compliance.
• Achieve operational rigor excellence in all aspects of procedures and processes undertaken to ensure satisfactory audit.

Qualifications or requirements

• University degree in an analytical or business course e.g. Commerce, Actuarial Science, Economics, and Mathematics.
• A Masters’ degree and professional qualifications in relevant field will be an added advantage.

Experience needed

• At least Four (4) years’ experience in a Banking Industry.
• Proven experience in real estate/project/construction financing with knowledge of mortgage financing products and processes.

Any other provided details

Coachable professional with good “business sense” and an energetic / dynamic personality.

Strong relationship, collaborative and stakeholder management skills; views team concept as critical to success.

Good understanding of Banking Operations, credit policies and procedures.

• Facilitate/drive conversion of the post approval mortgage pipeline, by following up on outstanding loan conditions and follow up on matters pending at conveyancing.
• Oversee and convert the post-approval mortgage pipeline by following up on outstanding loan conditions and conveyancing matters.
• Ensure accuracy and completeness of mortgage cases post-approval to deliver a seamless customer experience.
• Actively engage with customers to expedite fulfillment and maintain high satisfaction levels.
• Serve as a key liaison between clients and internal teams, ensuring transparency and timely updates.
• Manage mortgage pipeline post approval to increase quality business through effective customer engagement.
• Delivering world class customer service practices and ensure adherence to I&M Bank Service standards.
• Support branch staff and sales teams to accelerate disbursement processes.
• Ensure accuracy and completeness of pre-conveyancing mortgage conditions in support of good TAT and customer experience prior to mortgage disbursements.
• Serve as a key contact person between the product and post mortgage approval stakeholders including internal legal and valuation functions, credit administration etc.
• Delivering world class customer service practices and ensure adherence to I&M Bank Service standards.
• Provide ongoing product knowledge and support to Relationship Managers and clients.
• Monitor account activity, facility payments, and covenant compliance.
• Achieve operational rigor excellence in all aspects of procedures and processes undertaken to ensure satisfactory audit.

• Strong relationship, collaborative and stakeholder management skills
• Good understanding of Banking Operations, credit policies and procedures

• University degree in an analytical or business course e.g. Commerce, Actuarial Science, Economics, and Mathematics.
• A Masters’ degree and professional qualifications in relevant field will be an added advantage.
• Proven experience in real estate/project/construction financing with knowledge of mortgage financing products and processes.