Collateral Optimization: Work with business units to maximize the use of eligible securities and loans, ensuring efficient pledging to secured borrowing facilities
Data and Reporting: Oversee the management of collateral data and reporting systems, ensuring accurate and timely information for decision-making
Stakeholder Collaboration: Partner with clients to establish and manage secured borrowing facilities, enhancing liquidity management
New initiatives: Link between Business and Operations for new initiatives
New initiatives: Link between Business and clients for new initiatives
System integration: Lead for integration with vendors/clients
Client onboarding: Work with business units to and clients to ensure seamless onboarding
Solutioning: Drive/facilitate solutions for client/vendor requirements
Strategic objectives: Participate, drive and execute company’s strategic objectives
Lead/business owner: for Collateral segments service delivery
Representative: SASLA
Representative: Collateral Management Division at Market meetings
Client centricity: Facilitate meetings with Collateral clients, build relationships with new clients and improve relationships with existing clients
Projects: Provide input into project prioritisation, planning and management
Sales: Sell Collateral Management product to prospective clients
Revenue: Monthly revenue oversight and analysis and annual revenue projections
Risk: Assurance and mitigation
Financial Services
Operations Manager – Collateral Management
Strate (Pty) Ltd
04.2014 - Current
Company Overview: Financial Services
Setup of Operational area for Collateral Division
Innovate/identify ways to improve processes
Drive Operational excellence (stability and integrity of systems)
Drive internal Automation initiatives
Facilitate meetings with Collateral clients
Deliver on company strategic initiatives
Build relationships with new clients
Improve relationships with existing clients
Oversee daily operational functions within the Collateral Division
Investigate new business requirements which support the strategic objectives of Collateral clients
Ensure effective risk mitigation in the Department
Understand the business requirements and liaise with the Collateral Management Division, Clearstream and Strate IT
Chair monthly Production Meeting (PFM) with Clearstream
Manage BCP activities during a market crisis
Ensure appropriate business communication to Collateral clients
Provide input into project prioritisation, planning and management
Research and report on industry and market best practice
Provide input into directive changes
Represent Strate at external workshops and committee meetings
Oversee Collateral Testing and Client Onboarding activities
Establish performance quality measures to assess team and individual performance levels
Assist Finance with monthly revenue figures
System demonstrations to new clients
Present and discuss Collateral procedures to clients and how client business impacted
Facilitate integration workshops with Vendors
Financial Services
Issuer Services Manager (emergency stand-in)
Strate (Pty) Ltd
04.2013 - 03.2014
Company Overview: Financial Services
Managed the Issuer Services department for 11 months
Registry services (beneficial download, BND)
Financial Services
Senior Business Specialist
Strate (Pty) Ltd
11.2009 - 03.2013
Company Overview: Financial Services
Conduct Performance Appraisals
Manage/Control updates to message specifications (Volume A)
Review/Sign Off Business Requirement Specification
Liaise with Market participants on system changes
Presentations to Market Committee members
Manage all Market incidents
Manage system changes Market/Internal
Attend conferences locally/abroad
Financial Services
Business Specialist
Strate (Pty) Ltd
12.2007 - 10.2009
Company Overview: Financial Services
Prepare Business Requirement Specification
Prepare Operational Processes and Procedure manuals
Liaise with Market participants on system changes
Market Testing
Responsible for all Market incidents
Solutioning – Market/Internal changes
Workshop complex changes with Market Participants
Implemented Collateral for Lending Desk Market
Annual SWIFT (SRG) changes
Aid and guide Service Desk on new system/market changes
Assist Service Desk during Market crisis
Financial Services
Testing Specialist
Strate (Pty) Ltd
01.2005 - 11.2007
Company Overview: Financial Services
Development and execution of test scenario’s
System functional testing
Ensure code base is stable before Market testing
End to end Market Testing
CSD Participants
JSE
Lending Desks
Transfer Secretaries
Ensure compliance before Market implementations
Financial Services
Service Desk
Strate (Pty) Ltd
08.2004 - 12.2004
Company Overview: Financial Services
Compliance Strate Rules & Directives
Adherence to SLA’s
Monitoring Overdues Positions
Monitor Settlement – Bonds & Equities
Deal with CSD Participants
Responsible for the continuous monitoring of trade statuses and funding obligations
Queries
Daily reconciliations
Deal with Lending Desk
Monitoring short positions and unstable groups
Queries
Deal with the JSE
Communicate T+3 and T+2 short positions
Monitor JSE settlement groups
Financial Services
Settlements Team Leader
Nedbank CSDP
06.2002 - 07.2004
Company Overview: Financial Services
To oversee and assist the settlement portfolio officers in the accurate settlements of South African bonds, money markets and derivatives clearing
Monitor Exception Queues
Authorize Client Trades
Performance Appraisals
Compliance Strate Rules & Directives
Escalation – High Level
Unsolved Queries
Process Enhancements
Delegation of Duties
Overlook Staff Duties
Cash Reconciliation
Client Holding Reconciliation
Strate Holding Reconciliation
Testing New Systems changes
Financial Services
Manager: Maria Nobrega
Manager telephone: 011 667 - 1324
Settlement Specialist/Scrip Lending and Borrowing
Nedbank CSDP
04.1999 - 05.2002
Company Overview: Financial Services
Liaising with Stockbrokers
Liaising with Client Liaison Officers
Liaising with counterparty CSD Participants
Balancing of Cash Accounts
Ensure that Settlements are processed
Client Queries
Scrip Lending and Borrowing
Reconciliation of Client Holdings
System Testing
Financial Services
Education
Matric -
Kliptown Senior Secondary
BCom General - undefined
UNISA
Management Development Programme (PMD) - undefined
GIBS
01.2012 - 12.2012
Leadership Development Programme (LDP) - undefined
GIBS
01.2017 - 12.2017
National Certificate - Financial Markets and Instruments (NQF Level 6)
Full Value Financial Services
01.2013 - 12.2013
Higher Certificate in Management Practice - undefined
Henley
01.2021 - 12.2022
Skills
Calm under pressure
Good Problem-solving skills
Ability to work independently
Ability to work as part of a team
People’s person
Leads by example
Open to change
Open to new challenges
Ee Status
Colored
Telephone
084 2000 186, (011) 759-5357
Personal Information
Gender: Male
Nationality: South African Citizen
First Names
Marlon Don
Timeline
Collateral Management – Business Partner
Strate (Pty) Ltd
03.2021 - Current
Higher Certificate in Management Practice - undefined
Henley
01.2021 - 12.2022
Leadership Development Programme (LDP) - undefined
GIBS
01.2017 - 12.2017
Operations Manager – Collateral Management
Strate (Pty) Ltd
04.2014 - Current
Issuer Services Manager (emergency stand-in)
Strate (Pty) Ltd
04.2013 - 03.2014
National Certificate - Financial Markets and Instruments (NQF Level 6)
Full Value Financial Services
01.2013 - 12.2013
Management Development Programme (PMD) - undefined
<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW