Lending Analyst

Wesbank; Johannesburg; On-site; ZAR 509,000 - 689,000; Full time

Job summary

Wesbank is seeking a Lending Analyst to support the private banking team's lending operations for ultra-high-net-worth clients. The role involves reviewing secured lending documents, collecting client financials, preparing credit materials, and maintaining clear client communication.

You will assist in portfolio monitoring, loan reviews, and coordinating with the relationship team to understand client needs.

Qualifications

• FSCA recognised qualification.
• Minimum NQF Level 7 Degree.
• RE5 certification or equivalent.

Responsibilities

• 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.
• Assist in preparation of credit applications with the Lending Specialists.
• Track application status and maintain regular communication with clients and internal stakeholders.
• Monitor loan covenants, payment schedules and assist in portfolio reviews and renewals.

Education

NQF Level 7 Degree

RE5

Job description

## Lending AnalystApply: Johannesburg: Posted Today: End Date: September 27, 2026 (9 days left to apply): R53693# **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**Minimum Requirements:*** FSCA Recognised Qualification* Minimum NQF Level 7 Degree* RE5