Relationship Officer - Debt Collection - Athi River
Athi River, Machakos
Posted 29 May, 2026
Deadline 12 June, 2026
FinanceFull-TimeJunior-level(1-2 yrs)
Job Description
Role Overview
This position is responsible for ensuring that every step along the client journey from booking to payment until ownership of property is executed within the agreed project milestones and in compliance with the laid down processes. The role holder will ensure timely collection and revenue assurance for the allocated portfolio.
Key Accountabilities
Receipt of funds and issuance of receipts.
Regular client communication in terms of debt status, repayment plans, and support required throughout the customers' journey (onboarding of customer details and documents on CRM, mapping of payment plans, portfolio allocation, follow-up on signing of offer letters, issuing instructions to lawyers to prepare sale agreements, and following up on the execution of documents).
Mortgage pipeline management and follow-up.
Mapping of timed collections.
Revenue assurance for the allocated portfolio up to the issuance of cancellation notices and notification of units back to the market (including timely disbursements of loans).
Risk mitigation by participating in handover documentations.
End-to-end complaint resolution with respective departments.
Compliance with laid down policies and laws.
Principal Outputs
Weekly status meetings with lawyers.
Restructuring of payment plans for approval by the Relationship Manager and Business Development Manager.
Qualifying, approving, and updating refunds for allocated portfolios.
Realization of projected cash flows and income for allocated portfolios.
Reporting on daily collections for allocated portfolios.
Servicing of existing and new company financial obligations.
Sales output through cross-selling.
Providing key insights derived from customer engagements on various project milestones to support decision-making.
Serving as a key driver to improve and grow NPS scores.
Requirements & Qualifications
Bachelor's degree from an accredited University, preferably in a business-related field.
Relevant professional certification is an added advantage.
At least one year of experience in relationship management in a financial or real estate institution.
Strong proficiency in banking systems and applications, especially Profits and CRM.
Experience in portfolio management is a core requirement.
Competencies & Skills
Knowledge of CRM software and Microsoft Office Suite (Intermediate Excel skills).
Solid customer service attitude with excellent negotiation skills.
Knowledge of KYC/AML compliance requirements and TCF (Treating Customers Fairly) principles.
Astute product knowledge and commercial acumen.
Strong analytical, communication, and interpersonal skills.
High emotional intelligence; dynamic individual with the ability to work under pressure.
How to Apply
Interested and qualified candidates should apply online via the CDL Human Resource Zoho Recruit portal. Please click here to apply.
How to Apply
Interested and qualified candidates should apply online via the CDL Human Resource portal on Zoho Recruit. Apply here.
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