Olona Tshangana
Goodwood
Summary
Professional with comprehensive experience and readiness for role. Known for strong focus on team collaboration and achieving results. Adaptable and reliable, supporting colleagues effectively and responding to changing needs. Skilled in communication, problem-solving, and client relations. Recognized for integrity, determination, and results-driven approach.
Overview
6
6
years of professional experience
4
4
Languages
Work History
Onboarding Agent
5 Streams
Cape Town
10.2024 - 11.2025
- Maintained professional customer communication by responding to enquiries, resolving issues, and building strong client relationships.
- Assisted with customer onboarding by guiding new clients through registration, account setup, and product orientation processes.
- Supported customer success initiatives by ensuring clients received ongoing assistance and achieved maximum value from products and services.
- Demonstrated strong product knowledge to effectively explain features, benefits, and solutions tailored to customer needs.
- Collaborated with internal departments, including sales, support, and compliance teams, to improve customer experience and operational efficiency.
- Achieved sales performance targets through proactive client engagement, lead follow-ups, and relationship management.
- Managed dialer activity efficiently by maintaining high outbound call volumes, accurate call logging, and timely follow-ups.
- Collected and documented customer feedback to identify service improvement opportunities and enhance client satisfaction.
- Applied trading market knowledge to educate clients on market trends, products, and trading-related services.
- Resolved customer concerns and operational issues through effective problem-solving and decision-making skills.
- Followed risk management procedures to ensure compliance with company policies, regulatory standards, and data protection requirements.
- Prepared reports and conducted basic analysis on sales performance, customer interactions, and operational activities for management review.
Financial Consultant
Intelligent Debt Management
06.2023 - 10.2024
- Conducted detailed financial assessments by analysing clients’ income, expenses, assets, and liabilities to determine over-indebtedness in terms of the National Credit Regulator guidelines.
- Developed and implemented customised debt restructuring plans that balanced clients’ affordability with creditor repayment obligations.
- Negotiated with credit providers to secure reduced instalments, lower interest rates, extended repayment terms, and suspension of legal action where applicable.
- Prepared and submitted debt review applications and supporting documentation to the Magistrate’s Court for court approval and legally binding consent orders.
- Liaised with registered Payment Distribution Agents (PDAs) to ensure accurate allocation and distribution of monthly client repayments to creditors.
- Monitored client repayment progress, maintained ongoing client communication, and provided budgeting and financial wellness guidance throughout the debt review process.
- Ensured compliance with the National Credit Act and industry regulations while maintaining accurate client records and case management documentation.
- Issued clearance certificates upon successful settlement of debt obligations and completion of the debt review process.
Financial Assessor
Intelligent Debt Management (IDM)
Cape Town
11.2020 - 01.2023
- Conducted comprehensive financial assessments by analyzing clients’ income, expenses, credit profiles, assets, and liabilities to determine affordability and financial risk.
- Evaluated clients’ financial standing to identify over-indebtedness and recommend suitable debt management or financial solutions.
- Reviewed supporting financial documentation, including bank statements, pay slips, credit reports, and debt obligations for accuracy and compliance.
- Prepared detailed financial reports and affordability assessments in line with National Credit Regulator guidelines and company policies.
- Assisted in developing realistic repayment plans based on clients’ disposable income and financial circumstances.
- Communicated with clients to obtain financial information, explain assessment outcomes, and provide guidance on budgeting and debt management.
- Maintained accurate client records and ensured compliance with the National Credit Act and internal regulatory procedures.
- Collaborated with debt counselors, creditors, and internal departments to support efficient case management and resolution processes.
Examination Assistant
Eastern Cape Department of Basic Education
11.2019 - 12.2019
- Managed the receipt, verification, and distribution of examination answer scripts to Chief Markers and Control Rooms, ensuring strict accountability and security procedures were followed.
- Performed detailed mark verification by checking question totals, validating transferred marks, and ensuring accuracy on official mark sheets.
- Captured and updated student marks accurately on the Education Management Information System (EMIS) within required deadlines.
- Sorted, organized, and filed mark sheets according to district and examination centre requirements for efficient record management and retrieval.
- Maintained confidentiality and security of examination papers, scripts, and assessment records in line with examination regulations and procedures.
- Assisted with administrative support during the marking process, including document control, record tracking, and reporting discrepancies for resolution.
Intern
Spice 4 Life
Cape Town
09.2019 - 10.2019
- Maintained digital records, databases, invoices, and company documentation with accuracy and confidentiality.
- Assisted with social media administration, content scheduling, and basic customer engagement across digital platforms.
- Assisted with organising community outreach programmes, meetings, workshops, and fundraising events.
- Managed correspondence, telephone enquiries, emails, and stakeholder communication professionally and efficiently.
- Prepared reports, meeting minutes, and presentations for management, donors, and project partners.
- Monitored office supplies, procurement processes, and general office administration to ensure operational efficiency.
- Supported data capturing, filing, and compliance with organizational policies and reporting requirements.
- Worked closely with programme teams and external stakeholders to ensure smooth coordination of NGO activities.
Education
ND - Management
Cape Peninsula University of Technology
12.2019
NSC - undefined
Daniel Pienaar Technical High School
12.2015
Skills
Attention to detail
Clerical support
Maintaining confidentiality
Verbal and written communication
Problem-solving
Database entry
Customer follow-up
Team collaboration
Filing systems
Documentation and recordkeeping
Calendar coordination
Interpersonal confidence
Database administration
Scheduling appointments
Spreadsheets management
Document management
References
- Albert, Ndevu, SDO, ndevua@cput.ac.za, 0219596911, CPUT, 2018-09, Contact details:
- Michelle, Korevaar, CEO, michelle@spice4life.co.za, 082 5564 574, (0)21 557 9277, Spice 4 Life, 2019-09, Contact details:
- Rick, Harrison, Team Leader, Rick.Harrison@idmgroup.co.za, 079 3556 361, IDM, 2020-11, Contact details:
Timeline
Onboarding Agent
5 Streams
10.2024 - 11.2025
Financial Consultant
Intelligent Debt Management
06.2023 - 10.2024
Financial Assessor
Intelligent Debt Management (IDM)
11.2020 - 01.2023
Examination Assistant
Eastern Cape Department of Basic Education
11.2019 - 12.2019
Intern
Spice 4 Life
09.2019 - 10.2019
NSC - undefined
Daniel Pienaar Technical High School
ND - Management
Cape Peninsula University of Technology