Operations Associate

• Dec 2022 - Present

Client Coordinator

• Jul 2022 - Oct 2022

Similar to previous role, just more customer centric now :)

Funding Coordinator

• Jul 2020 - Aug 2022

Roles and responsibilities include but are not limited to;- Credit control and monitor unpaid and overdue invoices- Understand portfolio's business models, markets, funding needs and risk profiles- Partner with the risk team to gain a broad understanding of all transactional risks and convey these clearly to clients- Gather and analyze financial information- Manage and maintain key compliance documents and processes- Participate in tech development projects to continue to build an intelligent and efficient FinTech platform Show less

Credit Underwriting Team Leader

• Jun 2018 - Sep 2019

- Overall day to day team management, which includes staffperformance, absenteeism, conducting one on one sessions,motivation of staff- Training and development of junior staff- Processing Partner and internal Retail Capital applications,New and Re-advance business- EFT reviews- Promoting Partner and Retail Capital deal- Responsible for achieving performance targets andmaintaining performance standards within the turn-aroundtimes agreed with stakeholders within the business- Responsible for the maintenance of internal SLA’s- Responsible for achieving performance- Responsible for the production and presentation of operationalresults to the Executive and Management team – ODI and finalMonth end Reports- Decision deals within allocated mandate of R1m- Underwrite applications- Schedule Risk and Decline Appeal meetings with relevantstakeholders (Regional managers and Executives)- Prepare necessary documentation required for Risk andDecline Appeal meetings- Present deals during the Risk and Decline Appeal meetings Show less

Credit Underwriter

• Jan 2014 - May 2018

- Underwrite applications- Decision deals within allocated mandate of R500k- Training and development of junior staff- Preparation of credit motivation applications to creditcommittee- Query resolutions for customers- Provide credit risk support and guidance to the Sales Team toensure common understanding- Legal compliance, preparation of legal contracts and ensuringthat all legal documents/ agreements are correctly executed- Monitor data capturers, report on data capturers’performance and stats- Manage TabletPOS i.e. underwrite deals, prepare contracts,promote for disbursement and provide partner assistancewhere necessary- Monitor Sure Swipe Pre-approvals Show less

Underwriting Assistant

• May 2013 - Dec 2013

- Overall switchboard duties, including queries from customers- Prepare, review and collate supporting documentation forapplications- Follow up of outstanding documentation relating toapplications- Provide credit risk support and guidance to Sales Team- Prepare and dispatch of Retail Capital contracts to Sales Teamand customers- Support to the Operations Executive and Underwriting teamwhere required