Lisa-Ann Fransman

Work History

Credit Controller

Transaction Capital Business Solutions (Pty) Ltd

Cape Town, Western Cape

03.2015 - 06.2020

Purchase recommendations on invoices.
Understanding of the age analysis and debtors book.
Account reconciliation - to analyze and reconcile customer accounts
Preparing journals.
Daily processing of banking.
Collections
Debtors experience.
Various ad hoc credit control du/es.
Liaise with clients ( internally and externally ).
Update monthly and weekly reports to Credit Control Manager of expected receipts to facilitate management cash forecasting
To provide specific and ad-hoc reporting
Excellent written and verbal communication skills and the ability to liaise effectively within the team and internal & external clients.
Excellent telephone etiquette
Time management shown in daily activities
Working independently and follow instructions without close supervision.
Demonstrate ability to meet demands of internal and external stakeholders.
Computer literate with good knowledge of Microsoft Oﬃce package.
Accuracy and attention to detail.
Planning and Organizing.
Self-management.
Team player.
Positive attitude and drive.
Debt collection experience.
`had a maximum of 10 clients ranging from mining, construction, retail, pharmaceutical, plastic, printing, tyres and cement
Book value +/- R50 million
Devised collection recovery strategies to resolve customer issues and delinquent cases.
Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
Performed semi-annual account credit limit reviews and credit increase review requests from financial service and sales teams.
Reviewed customer accounts for compliance with repayment obligations.
Completed in-depth research of issues to develop accurate and effective solutions.
Reached out to customers to check on payments and convey options.
Kept all operations compliant with applicable regulations and established company policies.
Responded to disputes calmly and applied logical, knowledgeable approaches to devise solutions.
Performed checks of customer creditworthiness and current situations.
Obtained payments and entered details into system.
To print regular aged debtor reports for credit control purposes
Using aged debtors reports, chase up unpaid accounts by telephone, letter or email, find out when payments will be made, make sure there are no problems with the invoices and then update system notes accordingly
To send copies of any requested transactions (invoices & credit notes) and update system notes accordingly
To maintain details of all invoices under query, notify client and manager and flag transactions accordingly and update system notes
To regularly print or email and mail statements to debtors
To maintain accurate addresses and contact details of the debtors
To ensure that all the debtor accounts are up to date and that all credit balances have been allocated accordingly and if any credit balances are still on the accounts to find out as to what the reason thereof maybe and allocate according to debtor and client records
To deal with correspondences from the debtors as well as the client and keep all filing up to date
Highlight and pursue legal action against defaulters

Verification Administrator

Transaction Capital Business Solutions (Pty) Ltd

Cape Town, Western Cape

07.2012 - 02.2015

Importing schedules on a scheduled basis.
Verifying invoices / delivery notes.
Assisting clients with online system.
Creating a smoother work ﬂow within cluster.
Keeping track of Purchase Orders.
Assisting with Take-Ons.
Standing-in in the absence of Manager and 2IC - assisting the team with queries.
Keeping track of Purchase Order Numbers
Keeping track of fraudulent debtors within the clients debtors book
Exceeded goals through effective task prioritization and great work ethic.
Developed and maintained courteous and effective working relationships.
Used coordination and planning skills to achieve results according to schedule.
Resolved problems, improved operations and provided exceptional service.
Developed team communications and information for meetings.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Developed and implemented performance improvement strategies and plans to promote continuous improvement.
Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Maintained excellent attendance record, consistently arriving to work on time.
Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
Delivered exceptional level of service to each customer by listening to concerns and answering questions.

Administrative Assistant

Rand Trust Financiers (Pty) Ltd later known as Transaction Capital Business Solutions (Pty) Ltd

Cape Town, Western Cape

03.2011 - 07.2012

Daily ﬁling.
Extracting archived and current documentation.
Scan and send invoices to debtors when required.
Metro ﬁling documents.
Franking letters
Preparing letters for sending.
All electronic correspondence.
Delivered top-notch administrative support to office staff, promoting excellence in office operations.
Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
Provided clerical support to company employees by copying, faxing and filing documents.

Summary

Overview

Work History

Credit Controller

Verification Administrator

Administrative Assistant

Education

High School Diploma -

Diploma - Computer Programming

Diploma - Office Administraton

Certificate - Credit Management 1

Cerificate - Credit Management 2

Ceritifcate - Credit Management 3

Certificate - Excel Intermediate

Skills

Timeline

Similar Profiles

Jaden HamiltonJaden Hamilton

Aubrey BogdanAubrey Bogdan

Andrew SalinasAndrew Salinas