Dedicated professional with extensive experience in debt management, client relations, and financial planning. Proven ability to assess client needs, build strategic partnerships, and deliver impactful solutions. Adept at navigating regulatory environments and enhancing customer satisfaction.
Specialized in assessing, reviewing, and resolving debt cases in line with legal and regulatory standards.
Skilled in engaging clients empathetically and maintaining long-term relationships to foster trust and loyalty.
Proactively identified and pursued new business opportunities, increasing client portfolio and revenue.
Effectively liaised with clients and stakeholders to negotiate payment arrangements and resolve issues.
Octogen
Liaising with clients about their initial debt situation in line with NCA Debt Review regulations.. Assessing clients’ monthly income and expenditure. Offering emotional support to clients. Working with clients to determine priority payments.. Preparing monthly payment plans for clients to follow in line with the NCA guidelines.. Communicating with clients as their debt situation changes. Following up late payments/ paperwork with clients. Liaising/ negotiating with creditors to arrange realistic repayments for clients.. Managing relevant financial documents/ paperwork, check proposals against proposal responses.. Ensure COBs are in line with the proposals due to be presented in court.. Generate updated draft proposals & Final proposals in line with responses from Creditors.. Collaborate with internal departments to ensure successful client application and debt review finalization.. Advising clients on issues such as financial planning/ budgeting/ money management. Helping clients get access to relevant benefits.. Giving legal support and advice to clients e.g. by attending court hearings. Supporting clients through the process of bankruptcy if debts are too big to get back under control.. Updating of workflow and regulatory systems in line with business operations and regulations. Ensure monthly targets and objectives are reach.
Octogen
Liaise with clients telephonically and make arrangements for outstanding payment.. Persuade cash paying clients to join Hyphen PDA.. Liaise with FWO’s to keep track of newly signed clients.. Update system with clients contact, details arrears plans and file notes.. Timeous resolution of client queries.. Provide accurate advice according to National Credit Act and Debt Review process.. Use systems and reports to manage unpaid queue.
Grade 12 Certificate
Office Administration/ Computer Certificate
Contact Centre Operation Certificate
Financial Wellness Certificate
Debt Counsellor
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Utilized analytical skills to assess client situations and develop tailored debt solutions.
Octogen
Build and maintain strategic partnership. Consumer prospecting (proactively seek new business). Offer intermediary service by providing budget planners to improve clients’ financial wellbeing and offer debt review service.. Personal Interaction (telephone and face to face) with client and potential clients with regards to various product and services relating to financial wellbeing.. Correspond and liaise between client and new business. Sales Target driven.. Dial 100 leads daily and convert 5 to conversion. Customer’s service and helpdesk.
Octogen
Outbound division. Generate leads for FWOs (Financial Wellbeing Officers). Monthly 2520, weekly 750, daily 120 leads dialed daily with 21% conversion for outbound. 8 applications daily. 10 Documents send to FWOs. 6 Hours talk time.
Maidville
Cold calling, leads sourcing, business development and collecting debts. Recruiting maids. Booking appointments for cleaners. Selling cleaning service and recruiting cleaners.. Making pitches to win new clients. Monthly 1200, weekly 300, daily 60 leads dialed with 20% conversion for outbound.
Candice Botique
Greeting customers when they walk through the door. Building rapport through conversation and honest recommendations. Ringing up sales and arranging for delivery or pick-up of the customer’s order if needed. Inviting customers to search the company’s website for coupons and other ways to save money. Informing customers of any extra charges if necessary. Inviting the customer to join a loyalty program if there is one. Assisting in maintaining the back stock room and setting up merchandise displays on the sales floor. Collaborating with fellow team members to keep the sales floor area clean and organized at all times.
Meal Option
Locating the correct goods as per customer orders using barcodes and serial numbers. Using warehouse machinery to move goods from storage areas to packaging areas. Inspecting goods for damage or faults before they are packed. Using industrial packaging materials, such as cardboard boxes, wooden pallets and bubble wrap to safely and securely package goods. Loading packaged goods into containers for shipping. Completing paperwork or entering data into software to allow orders to be tracked. Ensuring that storage areas are kept fully stocked at all times. Following health and safety policies and procedures in the warehouse.
Foundation Agency- Hilton Hotel
Greeting guests and taking drink and food orders. Staying attentive to the needs of guests in the dining area. Delivering food from the kitchen to the guests. Ensuring the food order is made correctly by kitchen staff and looks presentable for guests. Following health code standards with regards to the handling of food. Performing shift duties like delivering racks of cups to the service station, rolling silverware, pre-bussing tables, wiping tables and removing debris and more.
