Felicia Smangele Hadebe

Finance Process

Investigate and resolve discrapancies to correct student's statements.

Issue invoices as per studedents' requests.

Ensure all expired payment plans as requested by the students upon registration are updated according to the fee schedule.

Ensure cancellation and deferral requests are sent for processing.

Allocation of unallocated and monthly payments are actioned on the student accounts(students use incorrect references)

Ensure all documents are consolidated to process the finance correction.

Collection Process

Plan a course of action to recover outstanding payments. Use weekly planner as per focused intake to improve collections from a specific intake.

Negotiate payoff deadlines or payment plans.

Ensuring students make monthly payments. Follow up on daily PTP's.

Ensure all students receive statements via the statement run. Updated statements are sent to students if an adjustment with additional billing was invoiced on the statement.

Ensure daily calls stats meet the requirement of the organization (80 calls per day to reach all students twice a month).

Send SMS per the monthly planner.

Email students who do not take the daily calls as a reminder.

Bursary Admin Function

Preparing manual invoices.

Ensure the sponsor receives student statements.

Capturing bursary database.

Handle incoming calls and facilitate the sponsor's requests.

Call the HR department to verify bursary letters.

Manage the ITC process for the bursary book.

Sending customer statements.

Calculation of balances on the account charges.

Cancellation of policies from Hollard.

Dealing with emails for accounts closure as per customer request.

Dealing with debt review referrals.

Compiling settlement amounts and initiating paid up letters.

Escalating refund and reversals requests.

Cancellation of products, reviewing statements and sending them to customers.

Taking and making calls ( inbound and outbound call center)

Data capturing and processing applications.

Responding to clients via email.

Collections ( referring customer accounts to debt review and consolidating them)

Updating accounts and auditing documents.

Cancellation of unwanted insurances as per customer request.

Escalating closure requests by customers.

Maintaining confidentiality of all data captured into the Exams system.

Accurate entry of data submitted by schools in the KZN District.

Performing data cleaning and quality checks.

Resolving data queries and performing data validation f data entered into the Exams system.

Sending out emails with spreadsheets required for student evaluation.