- identification of covenant requirements,
- requesting financial information from borrowers,
- interpreting the financial information and calculation of ratios, and
- identification of breaches
- Loading FNB payments (manual and file uploads)
- Processing transactions in the loan administration system (contributions, surrenders, broker commissions, adjustments)
- Monthly reporting of portfolio valuations and transactions to clients
- Monthly reporting to IFAs
4. Loan administration
- monthly review of income statement and balance sheet,
- VAT returns and
- tax calculation and preparation of tax returns
- invoicing
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