Lee Anne Pillay

Work History

Alpha And Omega School

Piet Retief

01.2023 - 09.2023

Documented Attendance, Grades and Test scores to update Marks schedules.
Processed student Registrations and Transfers.
Performed clerical and administrative support duties to optimize workflow procedures.
Data base entry using the sasams network.
Managed filing system, entered data and completed other clerical tasks.
Adaptable and proficient in learning new concepts quickly and efficiently.

Momentum / Metropolitan

Durban

09.2017 - 02.2021

Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Meet with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Worked with clients to support understanding of rationale and details of financial strategies.

Bravo Projects

01.2008 - 10.2014

Maintained database systems to track and analyze operational data.
Educated staff on organizational mission and goals to help employees achieve success.
Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
Networked with industry professionals to exchange best practice knowledge and stay abreast of latest developments.
Maintained personnel records and updated internal databases to support document management.
Coordinated with human resources department to handle payroll and personnel databases.
Assisting clients with loan applications.

Betterbond

Gauteng

01.2005 - 12.2007

Assisted customers with completing loan applications and other paperwork.
Developed and maintained relationships with customers, lenders and other third parties.
Approved loan applications based on customer creditworthiness and provided detailed financial advice.
Negotiated loan terms and conditions with customers to secure best deal.
Identified opportunities to cross-sell and upsell loan products to customers.
Proactively identified solutions for customers experiencing credit issues.
Evaluated loan requests and documents to verify accuracy and completeness.
Processed loan applications and monitored progress from start to finish.
Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Developed extensive network of referral partners to source new mortgage loan opportunities.
Checked loan documents for accuracy prior to closing.
Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
Explained different types of loans pertaining to client situations.