Job Description At OM Bank, we strive to attract great people who are passionate about a higher purpose—building something unique and aspirational. The technical service analyst role is part of the service function for Investment Backed Loans (IBL). The product is a margin loan secured by various investments such as a stock portfolio, cash balances, unit trusts, and more. A significant amount of time will be spent on: Monitoring LTVs on existing loans Responding to customer enquiries Managing the operational flow of new and existing loans Key Result Areas Significantly contribute to existing loan book servicing by engaging with staff members (Portfolio Managers and Financial Advisors) and customers on matters pertaining to new and existing loans Significantly contribute to LTV monitoring and ensuring that appropriate margin call processes are executed as per policy framework Responsible for processing loan origination, loan renewals and loan settlements Responsible for doing adhoc technical calculations and liaising with the credit team to solve queries Support client queries related to statements, repayments, etc. Responsible for filing and record keeping of relevant processes Liaising with stakeholders on secured lending matters Personal Effectiveness Delivers results through proactive management of IBL stakeholders on matters of loan origination, LTV monitoring, margin call engagement with credit and portfolio managers Works at a team level, and is accountable for service delivery within a function/team and process Contribute where possible to the development of processes pertaining to origination, servicing and LTV monitoring Provide an excellent customer experience and support the achievement of service level agreements Demonstrate a general understanding of legislation governing the IBL product such as the National Credit Act Support the Market Risk function by demonstrating a keen interest to expand knowledge in financial markets, financial instruments and the world economy Manage risk by following due process in the processing of IBL applications Understand and embrace the Old Mutual vision and demonstrate its values Role Requirements Degree preferably in Finance, Engineering, Accounting, Economics, Actuarial Science, etc. (advantageous) Ability to work with technical loan related calculations Ability to work without supervision Ability to communicate with stakeholders in other areas of business At least 1 year of experience in any financial role Excel, Word, and PowerPoint skills Working with securities-based (Lombard) lending products will be advantageous Skills Action Planning, Analytical Thinking, Computer Literacy, Current State Assessment, Data Compilation, Data Interpretation, Data Management, Data Modeling, Digital Literacy, Document Management, Evaluating Information, Legal Practices, Management Reporting, Numerical Aptitude, Oral Communications. Competencies Collaborates Courage Ensures Accountability Financial Acumen Instills Trust Manages Complexity Optimizes Work Processes Organizational Savvy Education NQF Level 5 – Higher, Advanced or Occupational Certificate or equivalent. The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Closing Date: 03 June 2026, 23:59. #J-18808-Ljbffr