Bank Liaison Specialist: Documentation & Project Flow

Cosmo Central Group; Midrand; On-site; ZAR 279,000 - 424,000; Full time

Job summary

Cosmo Central Group is seeking a highly organised Bank Liaison Officer to coordinate the flow of project and banking documents, ensuring seamless progress from approval to registration and income processing.

You will liaise with internal departments and external stakeholders, manage document control, monitor risks, and produce regular reports to support project delivery in a demanding environment.

Qualifications

• Matric - Essential.
• Qualification in Business Administration or a related field would be considered advantageous.
• Previous experience in an administrative, banking liaison, wealth management administration, bond originator or similar role is essential.
• Strong understanding of document control and administrative processes.
• Excellent organisational and time management skills with the ability to manage multiple priorities.
• Exceptional attention to detail and a high level of accuracy.
• Strong communication and relationship-building skills with the ability to engage confidently with both internal and external stakeholders.
• Ability to identify issues proactively and drive them through to resolution.

Responsibilities

• Coordinate and process all project documentation.
• Monitor outstanding documentation and proactively follow up with internal departments to ensure timely submission and completion.
• Manage banking and payment administration effectively.
• Support the processing of contractor payments, retention releases, property registrations, and income tracking.
• Build and maintain strong relationships with internal teams and external stakeholders.
• Prepare daily, weekly, and monthly operational reports, highlighting outstanding matters, potential risks, and critical issues.
• Coordinate complaints and compliance matters, ensuring investigations are managed through to successful resolution.
• Monitor project risks and operational exceptions.
• Support the Bank Liaison Manager and act as deputy when required to ensure continuity of operations.
• Facilitate effective communication and workflow across multiple departments to support successful project delivery.

Skills

Document control

Organisational skills

Time management

Attention to detail

Stakeholder communication

Relationship building

Education

Matric

Business Administration qualification

Job description

Cosmo Central Group is seeking a highly organised Bank Liaison Officer to coordinate the flow of project and banking documents, ensuring seamless progress from approval to registration and income processing.

You will liaise with internal departments and external stakeholders, manage document control, monitor risks, and produce regular reports to support project delivery in a demanding environment.