Summary
Overview
Work History
Education
Skills
Certification
Law debates
Timeline
Hi, I’m

Busisiwe Duma

Johannesburg

Summary

Dynamic professional with 15 years of cross-industry experience in administration, sales, customer service, finance, and business development. I have successfully supported international law firms, logistics companies, insurance providers, and financial consultancies, managing operations, advising clients, and securing critical funding for SMEs and large corporations. Highly skilled in CRM systems and data analysis, I bring a proven ability to streamline processes and drive growth. I am excited to bring my expertise, flexibility, and commitment to excellence to Persona’s team as a Virtual Assistant, fully adaptable to U.S. business hours and beyond.

Overview

14
years of professional experience
1
Certification

Work History

Modern Law

Intake Specialist
09.2023 - Current

Job overview

  • Answered phone calls and provided new clients with required paperwork to initiate service.
  • Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
  • Completed intake assessment forms and filed clients' charts.
  • Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
  • Optimized online workflow by leveraging high-speed internet and emergency connectivity provisions.

Sandtech

Data Mapper and Business Development
02.2023 - 01.2025

Job overview

  • Participated in professional development opportunities, remaining current on industry trends and technological advancements in mapping technology.
  • Leveraged expertise in geospatial analysis and cartographic techniques to support the successful completion of complex mapping projects across a diverse range of industries.
  • Assisted in the design of user-friendly web-based interactive maps for diverse audiences and purposes.
  • Enhanced development of creative mapping solutions.
  • Oversaw digital initiative dedicated to recruiting professionals from Africa.

Tymebank

Business Loan Officer
04.2021 - 09.2023

Job overview

  • Streamlined the grant application process, resulting in increased efficiency and higher success rates.
  • Evaluated funding opportunities for alignment with organizational goals and priorities.
  • Conducted regular reviews on portfolio performance metrics related specifically toward measuring effectiveness regarding securing necessary financing resources required per initiative undertaken internally.
  • Secured funding for projects by researching and identifying potential grant opportunities.
  • Provided guidance to colleagues on effective fundraising strategies, boosting overall team performance.
  • Enhanced customer satisfaction by providing tailored financial solutions for small businesses seeking loans.
  • Strengthened client relationships with consistent communication and follow-up on business loan inquiries.
  • Improved cross-selling success by identifying additional financial products suitable for business loan clients.
  • Developed tailored marketing strategies targeting specific industries or business types, resulting in increased loan applications from niche markets.
  • Streamlined the loan application process, resulting in reduced wait times for clients and increased efficiency within the team.
  • Exceeded sales targets consistently, demonstrating a strong understanding of various lending products and their benefits to clients.
  • Provided expert guidance on loan structuring, helping clients navigate complex financing options while ensuring compliance with regulatory requirements.
  • Maximized lending opportunities by actively prospecting new business leads through networking events and strategic partnerships.
  • Maintained a strong understanding of industry regulations and any changes affecting lending practices, ensuring full compliance in all transactions.
  • Collaborated with underwriters to ensure accurate evaluation of financial records for potential borrowers.
  • Conducted comprehensive credit analyses to assess the viability of potential borrowers and minimize risk exposure for the institution.
  • Negotiated favorable terms with borrowers while maintaining a balance between risk management and competitive offerings in the marketplace.
  • Delivered informative presentations at industry conferences, showcasing our financial institution''s expertise in business lending solutions.
  • Enhancing the bank''s reputation by delivering exceptional service in line with established policies.
  • Reviewed market trends regularly to identify new opportunities for expanding our portfolio of small business clients seeking loans.
  • Maintained strict confidentiality of bank records and client information.
  • Submitted loan applications to underwriter for verification and recommendations.
  • Originated, reviewed, processed, closed, and administered customer loan proposals.
  • Developed strong relationships with customers through high levels of customer service.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Examined customer loan applications for loan approvals and denials.
  • Negotiated loan terms to provide favorable outcomes for both customers and lenders.
  • Explained very technical financial information to applicants in easy to understand language.
  • Supervised loan personnel and motivated to maintain customer service and performance standards.
  • Established plans and payoffs for customers' loans, prioritizing control of overall costs.

Old Mutual

Financial Advisor
07.2018 - 03.2021

Job overview

  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Facilitated new client onboarding process and investment account setup.
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
  • Increased client satisfaction by providing personalized financial advice and investment strategies.
  • Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
  • Facilitated financial literacy workshops, empowering clients with knowledge to make informed decisions.
  • Streamlined reporting processes, providing clients with clear, actionable insights into their financial status.

Okeef And Swartz

Sales Consultant
07.2016 - 05.2018

Job overview

  • Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
  • Provided sales and customer service assistance to walk-in traffic
  • Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
  • Generated increased sales revenue through effective lead generation and follow-up efforts.

DSV Logistics

Administrator
11.2010 - 06.2016

Job overview

  • Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
  • Maintained personnel records and updated internal databases to support document management.
  • Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
  • Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
  • Maintained high-quality customer support through efficient handling of inquiries.

Education

University of South Africa
South Africa

Bachelor Of Laws from Legal Studies

University Overview

ILW1501 – Introduction to Law


SCL1501 – Skills Course for Law Students


FLS1501 – Foundations of South African Law


CLA1501 – Commercial Law 1


PVL1501 – Law of Persons


FAM1501 – Family Law


CRW1501 – Introduction to Criminal Law


PVL2601 – Law of Succession


PVL2602 – Law of Property


PVL2603 – Specific Contracts


PVL2604 – General Principles of Contract


EVI2601 – Evidence


CRW2601 – Specific Offences (Criminal Law)


CSL2601 – Constitutional Law


ADL2601 – Administrative Law


PBL2601 – Labour Law

Skills

  • Data entry
  • Intake assessment
  • Compassionate communication
  • Critical thinking skills
  • Records maintenance
  • Case management
  • Records management
  • Cross-cultural sensitivity
  • Eligibility review
  • Empathic communication
  • Client intake
  • Appointment scheduling
  • Scheduling appointments
  • Confidentiality
  • Client intakes
  • Microsoft office
  • Customer service
  • Maintaining client records

Certification

Financial Modeling & Valuation Analyst (FMVA)

Institution: Corporate Finance Institute


Advanced Financial Modeling and Valuation techniques (DCF, Comparable, Precedent Transactions)

Expert in Financial Analysis and Investment Decision-Making

Proficient in Advanced Excel (Pivot Tables, Macros, Financial Functions)

In-depth knowledge of Budgeting, Forecasting, and Risk Management


Regulatory Exam 5 (RE5) — Financial Advisors

Institution: Moonstone Examination Body


In-depth knowledge of FAIS Act and Financial Regulatory Compliance

Proficient in managing ethical standards, client protection, and risk mitigation in financial advising

Expertise in financial product suitability and conduct management

Skilled in regulatory reporting and maintaining client records

Law debates

Selected to participate in a national debate competition focusing on law, governance, and ethics.


Developing skills in legal research, structured argumentation, public speaking, and critical thinking.


Engaging in competitive debate rounds judged by legal experts and academics.

Timeline

Intake Specialist

Modern Law
09.2023 - Current

Data Mapper and Business Development

Sandtech
02.2023 - 01.2025

Business Loan Officer

Tymebank
04.2021 - 09.2023

Financial Advisor

Old Mutual
07.2018 - 03.2021

Sales Consultant

Okeef And Swartz
07.2016 - 05.2018

Administrator

DSV Logistics
11.2010 - 06.2016

University of South Africa

Bachelor Of Laws from Legal Studies
Busisiwe Duma