Summary
Overview
Work History
Education
Skills
Timeline
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Refilwe Moseki

Debt Review Consultant
Johannesburg

Summary

I am a results-driven Debt Review and Collection Consultant with over 8 years of experience in delivering exceptional customer service while driving targets and client retention. My expertise lies in building strong client relationships, onboarding clients. and loyalty. I have a proven track record of meeting and exceeding collections targets, effectively resolving customer concerns, and ensuring a seamless customer journey. I am skilled utilizing CRM tools like Salesforce, Air table , Simplicity and d6 communicator. I have excellent telephone etiquette and what I lack in experience I will compensate with my willingness to learn.

Professional consultant with track record of providing valuable insights and strategic solutions to diverse clients. Adept at leveraging analytical skills and industry knowledge to drive impactful outcomes. Known for fostering team collaboration and adapting to dynamic environments, ensuring project success and client satisfaction.

Consulting professional with strong track record in delivering impactful business solutions. Adept at strategic planning, data analysis, and process improvement. Known for fostering team collaboration and adapting to evolving project needs. Brings expertise in client relations, problem-solving, and driving measurable results.

Overview

8
8
years of professional experience
13
13
years of post-secondary education

Work History

Debt Counselling Collections Consultant

Summit Financial Partners
07.2023 - Current
  • Client Communication
  • Contact clients to discuss overdue accounts and negotiate repayment plans.
  • Provide advice on debt counselling and financial planning options.
  • Follow up with clients to ensure payment commitments are met.
  • Debt Management
  • Analyse client financial situations and propose viable solutions.
  • Prepare and maintain client debt counselling documentation.
  • Monitor payment arrangements and escalate accounts when necessary.
  • Administrative Duties
  • Update and manage accurate client records in the system.
  • Prepare monthly or weekly reports on collections and account statuses.
  • Collaborate with other departments to resolve disputes or queries related to accounts.
  • Communicate with Hyphen PDA regarding payments plans and Hyphen reports.
  • Create and fund savings accounts for client going under DC on the OBE (FNB) system.
  • Process withdrawals and close accounts for outgoing client done with DC.
  • Legal and Compliance
  • Stay updated on debt collection regulations and practices.
  • Ensure all communication complies with legal and ethical standards.
  • Handle sensitive client information with confidentiality.
  • Receive and verify FICA documents.
  • Customer Service
  • Offer empathetic and professional service to clients facing financial difficulties.
  • Resolve customer complaints or concerns effectively.
  • Retain clients who want to exit Debt Counselling term is finished.
  • Sell additional saving facility as client will not be able to take any credit facility until they are done with Debt Counselling

Individual Credit Controller

Cartrack
03.2019 - 07.2021
  • Update and allocate payments on client's profiles.
  • Credit and refund clients.
  • Raise invoices and move invoice dates.
  • Call clients to collect on arrears amounts.
  • Update banking details and send client's statements and invoices of their accounts.
  • Client Retentions and Upselling to advanced tracking units

Debt Collector

HTN Attorneys
11.2017 - 02.2019
  • Offer clients discounts to increase my personal collection and have a high chance of reaching my monthly target.
  • Ensure debtors pay every month and upsell whereby I'm required to negotiate and get debtors to pay 10% of their debt as their monthly instalment.

Education

High School - Mathematics, Physics, English

LLB - undefined

University of Noth West
01.2012 - Current

Skills

MS Office

Timeline

Debt Counselling Collections Consultant

Summit Financial Partners
07.2023 - Current

Individual Credit Controller

Cartrack
03.2019 - 07.2021

Debt Collector

HTN Attorneys
11.2017 - 02.2019

LLB - undefined

University of Noth West
01.2012 - Current

High School - Mathematics, Physics, English

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Refilwe MosekiDebt Review Consultant