Experience

Fulcrum Group SA

• South Africa
• Financial Services
• 1 - 100 Employee

• Administrative Coordinator Collections

  • Jan 2016 - Present

  Ensure that daily targets and standards are maintained . Provide timely and professional customer service to stakeholdersAble to identify weaknesses in processes and propose improvement to make a system/team more effective and efficient. Maintain client distribution with in teams to ensure work flow. Managing inbox ensure queries being resolved timeously Maintain client profiles including any additions/amendments / deletions to client profiles for the relevant collections system platform. ensuring FSP and Key individual details of brokers are up to date, Authority to handle premium letter send out to insurers/ All Directive 156 documents received from insurers.Banking maintenance any additions/amendments/deletions to client profiles/ back accounts/ user abbreviated reference names for exciting and new clients.Bank statement processing on a daily basis Deposit allocations of all deposits and resolution of unknown deposit Disputed items resolutionReal time online paymentsManage and action foreign exchange transactions the full function form initiating through processing and ensuring released within a suitable time frameAdhoc admin and projects as when required by management.

• Operations Team Leader

  • May 2013 - Present

  • Monitoring accurate and timeous processing of clients instructions.• Oversee and resolve premium or payment issues.• Oversee the daily send-to-bank processes.• Bank account verification.• Loading and authorising of new client bank details.• Identifying and reporting potential client concerns to line management.• Verbal and written communication to clients.• Developing effective lines of communications between teams.• Monitoring work load within the team and allocating new clients• Build relationships with existing customers.