Khuthala Olga Mdandalaza
Operations Sales Administrator
10092 Windmill Park Ext 35
Summary
Dynamic Operations Sales Administrator with strong client onboarding and support skills. Skilled in multi-tasking and problem-solving, ensuring seamless payment processes and effective communication with clients and sales teams.
Results-driven Operations Sales Administrator with expertise in processing deal documentation and ensuring compliance. Strong communication and problem-solving skills enhance support for sales teams and contribute to streamlined operations.
Overview
4
4
Languages
6
6
years of professional experience
Work History
Operations Sales Administrator
African Bank
11.2024 - Current
- Processed new deal documentation on Summit platform.
- Verified deal information on Summit to ensure accuracy before payment processing by Payout team.
- Ensured compliance with credit conditions prior to payment processing.
- Submit deal to Payout team.
- Processing a new deal on Summit.
- Documented all deals and payment dates for Operations reporting.
- Check emails daily to process New and ongoing requests.
- Process administration work - Paid-up letter, Cross-border letter, Amortization schedule, Settlement letter, Original Natis Release, Change of debit order, request of other documents.
- Update client information on Summit and save all correspondence
Sales and Service Support Consultant
Sasfin Bank
12.2022 - 11.2024
- Support Sales Consultant and Business Consultants with queries.
- Conducted FICA and screening checks (Google search, ITC, WLF, SAFPS & WINDEED), documenting findings in Dynamics for compliance.
- Check FICA and do screenings (Google search, ITC, WLF, SAFPS & WINDEED). Upload findings on Dynamics.
- Create a New Profile on Dynamics, amend information on existing profile.
- Assisted Sales Consultant and Business Consultants by resolving queries to facilitate smooth operations.
- Monitored daily functionality of onboarding system.
- Do payments (Journals, inter account transfer, reinvestments, maturing investments) on Enterprise.
- Dispatched third-party forms to clients for their completion and signatures.
- Add beneficiary for client payment (Enterprise).
- Download PDF or CSV statements (Enterprise)
- Sent welcome letter to each new client.
- Send documents via DocuSign to clients and internal.
- FICA review, EDD, and KYC (Know Your Customer).
- Compiled weekly performance reports and maintained daily tracker to monitor team activities and performance.
- Organized and maintained filing system for documents., receiving, transfer incoming calls, and making outside calls and Daily use of MS Office.
Sales and Service Support
Sasfin Bank
09.2020 - 11.2022
- Managed administrative tasks efficiently.
- Service clients via calls, emails and live chat.
- Contacted clients to gather necessary information and documentation for onboarding.
- Updated clients and sales team on application outcomes to ensure clear communication and timely follow-up.
- Keep clients and sales team informed of outcomes.
- Receiving and Preparing client Onboarding application (Manual and Digital).
- Resolved client product and service queries by collaborating with operations back office for efficient solutions.
- Capture all client applications on Enterprise or Dynamics.
- Ensure all applications comply with FICA.
- Assist with testing on system developments (Beyond and Onboarding.
- Assist with testing on system developments (Beyond and Onboarding).
- Compiled weekly performance reports for management.
Education
End User Computing - Computer
Mentec Foundation
Lambton, Gauteng 04.2001 -
Generic Management NQF 5 - Finance
Training Force
Johannesburg, South Africa 04.2001 -
High School Diploma -
Tlokweng Seniour Secondary School
Eastern Cape, Sterkspruit 04.2001 -
Skills
Financial operations knowledge
Logistics coordination
Ability to multi-task
Problem solving
Sales support
Communication skills
Interpersonal skills
Self-motivated
Additional Information
I am a dedicated, organized, and innovative individual, who has good interpersonal skills. I can work well within a team or individually.
With extensive and diversified experience in the Financial Institution, I carry the required skills and knowledge to be an asset in any business.
I have a positive attitude and interest in learning new things, I also intend to contribute meaningfully to the achievement on your business objectives and goals. I have my own car with code 10 drivers license.
Timeline
Operations Sales Administrator
African Bank
11.2024 - Current
Sales and Service Support Consultant
Sasfin Bank
12.2022 - 11.2024
Sales and Service Support
Sasfin Bank
09.2020 - 11.2022
Generic Management NQF 5 - Finance
Training Force
04.2001 -
End User Computing - Computer
Mentec Foundation
04.2001 -
High School Diploma -
Tlokweng Seniour Secondary School
04.2001 -