Vetting of loan application, affordability and credit worthiness
Issuing of successful new loan and member communication
Accurate record keeping of new loan including initial fees
Calculation of loan replacement / settlement value
Monthly loan general ledger reconciliation encompassing new, interest, fees and settlement, month to month value movement
Liaising with members with regards to enquiries and load facilities enquiring
Monthly loan account report
Loan replacement defaulting
Capturing all new loan material application
Do credit check on Nedbank, Lendcor, Evolution, Thukuthani
Help walk-in clients
Do enquiries regarding clients account
Do daily target and capturing monthly targets
Dispatch all paid out loan material
Assist with debit order and loading onto the system
Ensure that changes to banking details are captured timeously
Follow up on application
Track arrears accounts and settlement letters
Make arrangements or payment and update the systems
Assist with collections and updated statement and settlement letters
Managing agents with quick check and presentation
Helps agent to close deal on material loan.
Sales Manager
Bayport Financial Services
01.2014
New business Capturing on Baymond/Bayfin System
Place ads and conduct interviews
Train, coach, Develop new agents
Set Daily, weekly and monthly targets
Prepare a monthly marketing plan to be approved by Region Manager
Basic Bookkeeping, Prepare daily and weekly reports
Give clients advice to the best of my ability
Managing day to day activities and motivating the agents in reaching their goals
Focus and Delivery on Processes and Procedures in line within Audit Requirements
Ensure that Laid down policies and procedures are adhered to standard operating procedures
Ensure that all branches adhere to all Bayport policies and procedures (eg
Policy credit, standard operating procedures, IT user acceptance policy, travel policy, IR policy, Branch Health checks
Keep abreast with all product information as well processing and policy updates
Ensure that I maintain a professional image and adhere to the Bayport services standard
Achieve targets for ALL product categories across all product lines as per monthly target schedule
To drive Services Excellence and promote Brand standards
Writing, Scanning, Processing Maintaining customer Records
Ensure that all management and regulatory reporting is attended to (Hourly Reporting)
Ensure Customer services excellence by establishing and maintaining service level agreements with both internal and external stakeholders (Sapo and Clients)
Ensure that I build and maintain a leads and referral register that will assist me to improve my appointments and overall sales.
Tax Consultant (Temp)
SARS (South African Revenue Service)
06.2011 - 01.2013
Data capture of all services that are not automated due to operational inefficiencies or system error ensure completeness of revenue
Providing daily and weekly revenue figures in order to report the progress of the invoicing against the revenue budget
Attending to all outstanding debits, credits, penalties and interest
Reduce the number of taxpayer queries and improve customer experience
Development in taxpayer interface processes
Abreast all new policies procedures and guidelines
Income Tax Registration / Vat Registration
Development in taxpayer interface processes
Provide an analysis and regular reporting of outstanding returns statistics
Inform/support the Taxpayer Interface and Risk and Intelligence team for the purpose of educating taxpayers/investigating potential risk
Changes of Bank Details
Liaise with customers (Internal and External) in respect of their errors to prevent them from reoccurring
Request IT 14 for Companies
Monitoring taxpayer return and payment compliance
Request Outstanding and Issued
Request for notice of appeal Form.
HR Assistant (Intern)
Admin Resource Centre
05.2009 - 05.2012
Captured all broker information on AS3
Check Debarment on FSB website
Pay Slips print outs
Help Brokers with Presentation
Capture New business
Draw up employment letter and contracts
Assists brokers with their appointments and presentation
Check S-Reference on ASISA website
Open new employment files for new brokers
Updating Directors Files
Sent out letter hearing for low Production
Application for employment
Investigate fraud allegation and complaints
Data capture of all services that are not automated due to operational inefficiencies or system error ensure completeness of revenue
Verify Matric certificate Fraud
Run customers debit
Do reference check for employees - previous employer
Attending queries from the clients
Attend to customer queries by processing judgments through responding in writing to ensure that the correct charges are maintained
Liaise with debtors regarding outstanding payments.
Skills
Cross-functional collaboration
Educationandtraining - Academicqualifications
Philemon Ngcelwane High School, Eastern Cape, 2002, English, Afrikaans, Xhosa, Economics, Business Economics, Maths, Accounting
Accord Business Academy, Eastern Cape, 2003, Practical computing
Eastern Cape Tech(Wsu), Eastern Cape, 2006, Financial Information Systems
MANAGER OF BUSINESS AND CONSTRUCTION SITE MANAGER at DIY DEPOT HARDWARE STOREMANAGER OF BUSINESS AND CONSTRUCTION SITE MANAGER at DIY DEPOT HARDWARE STORE