Process map assistance provided to our innovations team & project engineers in order to develop new systems.
Improved information management processes by streamlining data collection and storage methods.
Enhanced collaboration between departments for efficient information sharing and decision making.
Monthly Manco Stats & slide preparation for management manco reviews.
Data manipulation in order to prepare stats & slides.
Client liaison Officer
Nedbank
Monitoring of all current accounts in the Deceased environment and telephonic interaction with Executors to finalize estates
Updating of attorney matrix reports for accounts that were outsourced
Updating of accounts on Dm on a monthly basis
Basically an outbound function to enhance turnaround times and ease Workflow process via Dm in order to minimize risk & decision-making.
Client liaison Officer
Nedbank
Lodging claims from executors in the estates
Claims lodged with insurance companies to settle the debt
Updating of attorney matrix reports for accounts that were outsourced.
Client liaison Officer
Nedbank
Portfolio consists of matters where no executors have been appointed and there is still a bond over the deceased property
Requesting & capturing of valuation reports
Nominating Attorneys to get themselves appointed as an executor so we can follow the legal procedure of getting the house sold by auction or the family might take over
Accepting offers & getting them signed off by management in order to finalize the sales
Legal Portfolio consist of recovering from the Executors & estate administrators, we work very closely with our Panel Attorneys
Preparing write off schedules.
Client liaison Officer
Nedbank
01.2008
Monitoring of all ABF accounts in the Deceased environment and telephonic interaction with Executors to finalize estates
Updating of attorney matrix reports for accounts that were outsourced
Updating of accounts on a monthly basis
Basically an outbound function to enhance turnaround times and ease Workflow process in order to minimize risk & decision-making
Requesting of Natis papers and forwarding to executors
Monitoring of vehicle Sales on auction
Day to day query resolving.
Client liaison Officer
Nedbank
10.2005
Payments of Current accounts, Investments, Savings accounts to the estate
Minimum of 50 accounts to be actioned daily
Query resolving with regards to the three products in the deceased environment
Pension Refunds
Styling of accounts as deceased and freezing accounts.